6 min listen
Early Mid-Year Check In
ratings:
Length:
7 minutes
Released:
Jun 4, 2021
Format:
Podcast episode
Description
This week in the podcast, Lori does a slightly early, mid-year check in on her outlook for the US equity market. Three big things you need to know: First, we’re sticking with our market call and 4325 target on the S&P 500. Slipping sentiment and peaking economic and earnings indicators may contribute to a brief pullback at some point during the 2nd half, but the longer-term economic outlook remains constructive. Second, we remain neutral US equities relative to non-US equities, but are admittedly feeling better about the latter. Third, while we wouldn’t be surprised to see Small Cap underperform in a broader market pullback, we continue to see considerable opportunity in Small Caps longer-term and are maintaining our bias to Small over Large.
Released:
Jun 4, 2021
Format:
Podcast episode
Titles in the series (100)
Why US Equity Investors Are Getting More Bearish by RBC's Markets in Motion