Each week our team answers the most pressing questions that are on the minds of investors. Tune in to hear from our Global Market Strategists as they take on these topics and discuss their investment implications.
Episodes
Wednesday Mar 31, 2021
Wednesday Mar 31, 2021
For the majority of the bull market that followed the global financial crisis (GFC), and pretty much all of last year, a handful of stocks were responsible for the majority of the U.S. equity market’s gains. As these high-growth, mega-cap companies outperformed, more and more investors piled in, pushing the S&P 500 to an all-time high just months after hitting a pandemic-induced low. However, the outcome of the 2020 U.S. presidential election, coupled with positive news on vaccines late last year, has resulted in a significant shift in market dynamics.