When Is it Time to Move Away From Cyclical Trades?

The video discusses market concerns about rising bond yields and inflation, highlighting the Federal Reserve's cautious approach. It explores the impact of ESG on inflation and investment opportunities, emphasizing the growing sophistication of ESG investing. The debate between value investing and growth expectations is examined, with a focus on market risk and quality companies. Finally, the discussion turns to economic growth forecasts and the potential impact of fiscal stimulus on future market trends.

What are the key indicators the speaker is looking for in the economic recovery?

How does the speaker view the relationship between infrastructure spending and job creation?

What is the speaker's long-term expectation for US GDP growth?