Bloomberg Intelligence's 'Equity Market Minute' 1/6/2021

Gina Martin Adams from Bloomberg Intelligence discusses the potential benefits for small caps, value equities, and emerging market stocks in 2021, driven by economic recovery and political changes. Small caps may perform better under Democratic leadership due to fiscal spending and monetary policy. Emerging markets face challenges from a strong dollar, weak economic conditions, and trade policies, but these factors may improve, benefiting their equities.

What role does fiscal spending focused on infrastructure play in the performance of small caps?

What changes are anticipated in the year ahead that could benefit emerging market equities?