Cyclical Stocks Attractive Amid Reopening: FlowBank CIO

The video discusses the economic outlook, focusing on inflation and growth trends, particularly in light of the delta variant's impact. It suggests that growth will be above trend into 2022. The discussion also covers the potential for more reopening, which could benefit cyclical stocks. The speaker shares an investment strategy that balances cyclical stocks with defensives and tech sector investments, highlighting the continued potential for growth as the economy reopens.

What is the expected trend for economic growth into 2022?

• Declining

• No change

• Above trend

• Below trend

What is the current state of the economy according to the video?

• Not quite back to normal

• In a recession

• Fully back to normal

• Experiencing hyperinflation

Which type of stocks is mentioned as having more room to grow due to reopening?

• Utility stocks

• Cyclical stocks

• Defensive stocks

• Tech stocks

What approach is suggested for maintaining a balanced investment portfolio?

• Focusing solely on tech stocks

• Investing only in energy and materials

• A barbell approach with cyclicals, defensives, and tech

• Avoiding all cyclical stocks

What sectors are highlighted as part of the investment strategy?

• Real estate and healthcare

• Telecommunications and utilities

• Energy, materials, and tech

• Financials and consumer goods