Cate Faddis on Growth Stocks Coming Back

The video discusses the current market highs and the expectation of a breather. It emphasizes investing in quality stocks for protection during downturns and addresses concerns about the Delta variant's impact on investment strategies. The likelihood of a market correction is analyzed, with a focus on asset prices and economic growth. The discussion also covers the potential of cyclicals and the energy sector as investment options, while addressing ESG concerns and the transition to clean energy.

What specific companies or sectors does the speaker express confidence in?

How does the speaker view the impact of the Delta variant on their investment strategy?

What are the speaker's thoughts on the future of fossil fuels in the context of energy transition?