Buy Long-Term Disrupters on Volatility, MGA Consulting's Maisonneuve Says

The video discusses key economic data points, the importance of fiscal stimulus, and the potential for increased market volatility. It explores the 2021 economic outlook, highlighting the impact of vaccine implementation and new stimulus packages. The speaker identifies long-term investment themes such as consumer tech, climate change, and cybersecurity. Additionally, the video analyzes the implications of a steepening yield curve and higher interest rates, emphasizing the need for strategic positioning in financials and value stocks.

What long-term themes do you believe will shape the market in the next 10 to 15 years?

How do you anticipate the steepening of the yield curve will impact investors?

What strategies would you recommend for positioning in a potentially higher yield environment?