Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Equity Group and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions.
Although many companies in consumer-oriented industries continue to struggle, others have benefitted from society’s need to socially distance. Discussed here are five stocks that have successfully accelerated digital adoption through the pandemic along with three in hard-hit categories poised to thrive once coronavirus inoculations become widespread.
