Market Update & Outlook webinar

Replay Materials 

original broadcast: WednesdAY, April 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. Increased infrastructure spending/additional stimulus
  2. Higher taxes on corporations and wealthy individuals
  3. A pickup in Inflation
  4. A bullish interest rate cycle; bond losses
  5. Financials/cyclicals
  6. Strong continued rotation to value
  7. Demand from investors for alternative investments
  8. Short opportunities
  9. Protection from further rate increases
  10. Stronger economic growth

 

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