Bloomberg Intelligence Presents: Equities Outlook for 2021

The video discusses the 2020 market performance, highlighting concentrated gains in the S&P 500 and large cap growth stocks. It anticipates a broader market opportunity in 2021, focusing on small caps, emerging markets, and value equities due to valuation discounts. The video identifies catalysts for market rotation, including improved earnings and macroeconomic conditions. It also examines the impact of monetary and fiscal policies on small caps and value stocks, and the influence of the dollar on emerging markets.

What is the expected trend for small cap earnings growth in 2021?

What changes in monetary and fiscal policy were observed in 2020 compared to 2009?

How are commodity prices related to the performance of value stocks?