Advisors Capital Management: Equities Remain Attractive

The video discusses the rise of growth stocks, particularly in the tech sector, and the importance of having exposure to technology. It covers the current pause in reflation trades and anticipates a resurgence with economic reopening in the fall. The banking sector is highlighted as a potential inflation hedge, with expectations of increased dividends and buybacks. The demand for semiconductors is explored, noting its multi-year growth potential across various industries. Finally, the video touches on global economic policies and the impact of COVID-19 on international markets.

In what ways do banks serve as an inflation hedge according to the discussion?

What role does global vaccination play in the economic recovery process?