TRPL - Cyclicality Showing Life; Real Estate Timely; Europe Too - Market Strategy Weekly - October 1 2021
- One of the big themes that we've seen the last few weeks is interest rates rising and value outperforming growth.
- Strategas' Todd Sohn examines the reemergence of cyclicality following an economic "growth scare."
- Todd breaks this down before taking us through some timely sector and asset allocation ideas.
For further details see:
Cyclicality Showing Life; Real Estate Timely; Europe, Too - Market Strategy Weekly - October 1, 2021