Our base case is that the cyclical bull continues, volatility recedes from high levels, and the economy starts to recover. Risks in 2H include earnings visibility, continued market volatility, the shape of the recovery, and the election cycle. We enter the second half overweight small-caps and Value.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.