I had the pleasure of interviewing Lesley Marks, Chief Investment Officer, Equities with Mackenzie Investments, for her outlook for equity markets in 2021. You can watch the video here.
Leslie points out that this year is so different from 2020, yet, a lot of key themes are the same. Outside of a looming U.S. election, the global pandemic is moving at a different pace around the planet. How and when global economies open up will impact how equities perform.
Here's some key take-a-ways from our interview:
- Loose monetary policy and ongoing stimulus measures underway to combat economic downturn
- Shift to value stocks offer optimism in long-term economic picture
- Hints at return to normalcy is boosting value stock performance
- Believes strong performance in value stocks is a sustainable trend for 2021.
If you're an advisor, here's ways to reduce your client's vulnerabilities around growth investing: