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:
- The “blue wave”
- Additional stimulus
- Stronger economic growth
- Increased infrastructure spending
- Higher taxes on corporations and wealthy individuals
- Likely acceleration in Inflation
- A bullish interest rate cycle
- Financials/cyclicals
- Strong continued rotation to value
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