Market Update & Outlook webinar

Replay Materials 

original broadcast: THURSDAY, January 21, 2021 @ 4:15 pm et

presenters: ls opportunity fund (lsofx) portfolio management 

 

During our most recent webinar, Long Short Advisors CEO Matt West and LS Opportunity Fund Portfolio Manager John Gillespie discussed a wide range of topics of interest to investors including:

  1. The “blue wave”
  2. Additional stimulus
  3. Stronger economic growth
  4. Increased infrastructure spending
  5. Higher taxes on corporations and wealthy individuals
  6. Likely acceleration in Inflation
  7. A bullish interest rate cycle
  8. Financials/cyclicals
  9. Strong continued rotation to value

 

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