…these countries lower than that of the developed markets, their recovery [from Covid-19] will be faster. The vaccine, of course, helps, but more important is the psychology. As people begin…
Search Results for: covid-19
Long-Term Wins Possible in Large-Cap Value Stocks
…do so. While healthcare may be an obvious choice given the rollout of the Covid-19 vaccine, Eley says his firm targets companies “that were profitable all along” regardless of their…
Technology: A New Asset Class
Although tech stocks were getting plenty of attention before the emergence of Covid-19, “the pandemic and associated lockdowns have changed the calculus,” according to a recent article in CFA Institute….
Berkshire and Buffett Reveal New Buys
…investment deputies, Todd Combs and Ted Weschler, reshaped the portfolio over the last year as Covid-19 struck the U.S.,” the article says, adding, “The company was heavily invested in the…
Gundlach Calls 2021 The Year of Regime Change
…Gundlach’s comments: “You need to fully reverse the negative performance—and get back to pre-COVID GDP trend.” He noted that the GDP trend growth was about 2.5% since 2016 and we…