Cyclical Stocks Due to Outperform, Says Invesco's Hooper

The video discusses the economic and health challenges posed by COVID-19, including the need for a stimulus package and the impact of rising hospitalizations. It highlights the role of monetary policy in supporting market valuations and the potential effects of political events, such as Joe Biden's election and the Georgia runoff, on policy-making. The video also examines sector performance, particularly the energy and technology sectors, in light of economic expansion and vaccine distribution.

What are the potential implications of rising COVID-19 hospitalizations on the economy?

How does the current monetary policy affect asset valuations?

What role does the upcoming January Georgia runoff play in shaping tax policy?

In what ways might the energy sector benefit from economic expansion next year?

What key trends in technology have accelerated during the pandemic?