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Please join us at our next event on Thursday December 10, 2020 "Equity Investing in 2021"
Location: Virtual On-Line
The U.S. equity markets withstood the economic, political and pandemic disruptions with positive returns in 2020 albeit with historically high levels of volatility. As we turn towards 2021, tailwinds appear to be forming but economic challenges and questions abound. From a public policy perspective, what will the political environment mean for fiscal stimulus, trade and tax policy, and the regulatory framework? Will the Fed maintain its very accommodative and low rate posture? What can we expect from corporate profits and valuation multiples? Which sectors and investment strategies will prevail? To lead us through a discussion of the 2021 market outlook, we are fortunate to have three highly respected and widely followed experts, Sam Stovall, Michael Sheridan, CFA and Joe Rabil. As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform, as well as maintaining the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook. Prior to joining CFRA, Sam was Managing Director and Chief Investment Strategist at S&P Global for more than 27 years. Michael Sheridan, CFA is a seasoned equity portfolio manager with a strong track record of alpha generation in long-only and long/short portfolios. Most recently with Abu Dhabi Investment Authority (ADIA) as Deputy Head of U.S. Equities, Mr. Sheridan’s portfolio contributions achieved an average return of +52% based on his proprietary value-based process focusing on the Materials, Industrials, Consumer Staples & Discretionary, Media, and Semiconductors sectors. At ADIA, he managed a team of 12 analysts with long-only assets under management (AUM) of $2.3B. Prior to ADIA, Michael held senior roles at various hedge funds and asset managers including Longbow Capital Partners where he was a Senior Analyst for a $450M long/short equity fund (avg. return of +29%) specializing in Materials & Industrials and Cantor Fitzgerald where he served as a Managing Director, Materials & Industrials Research, identifying mis-valued equities for long and short recommendations (avg. return of +21%). Joe Rabil started Rabil Stock Research in 2005. He works closely with institutional money managers to help them identify changes in market, sector, and individual stock trends. He has built a reputation as a trusted advisor to some of the best performing money managers on Wall Street by successfully identifying portfolio holdings that are technically improving or deteriorating. Joe is a recognized expert on Trend, Trend Momentum, and Multiple Time Frame Analysis. In addition, Joe provides highlights of stocks with strong technical characteristics from the Russell 1000 as well as bottom-up reviews of each sector throughout the month. Thank you! We will see you on December 10th! |
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