Gordon Reid's Top Picks: Dec. 16, 2020
Gordon Reid's Top Picks: Dec. 16, 2020 BNN Bloomberg VIDEO SIGN OUT Focus: U.S. equities MARKET OUTLOOK Key for investors are the high likelihood of things returning to business as usual by mid-2021 and a Federal Reserve that has the marketâs back. That will allow for continued valuation expansion. Important though is the rotation from high multiple growth stocks into less pricey value offerings, most notably cyclical issues that will benefit from a world economic recovery and a dose of inflation. Passive investing will fade: Be a stock picker. TOP PICKS Gordon Reid's Top Picks ...