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DTEC - Economic Growth Should Win In Market Tug Of War
ALPS ETF Trust Disruptive Technologies
In the tug of war between the impressive acceleration of economic growth due to global re-openings and fears of a resurgence of COVID-19 case counts, we believe economic growth will win out.
Corporate earnings growth, which has been impressive thus far in 2021, remains underestimated.
Inflation concerns have been a natural topic of debate all year. We continue to foresee reflation returning to long-term (i.e., manageable) levels.