Q4 U.S. Stock Market Outlook Webinar - U.S. / EMEA / CAN Edition

Presented by

Dave Sekera and Mike Hodel

About this talk

Investors entered 2021 with high hopes that the pandemic was on a downward trend and economic normalization was on the horizon. Value stocks surged and interest rates rose as bond prices fell; however, by summer, investors returned to their 2020 playbook as the resurgence of the delta variant of COVID-19 drove new cases higher. In this one hour webinar, we will discuss the economic and market impact from this resurgence as well as where we see the economy and market headed.    In this continuation of our popular quarterly Market Outlook series, we’ll cover:  - Key valuation context that will help you explain the stock market outlook to your clients and highlight where we see value for investors today - An overview of where the U.S. economy is in its post-pandemic recovery, including prospects for inflation and a full return to normal - Highlight the evolution occurring in the communications sector and how those changes impact our view of equity valuations, and highlight several undervalued stocks Presented by: Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Mike Hodel, Director of Research – Communications.

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