Lack Of Presidential Outcome Leads To Market Uncertainty

Published: Nov. 6, 2020, 7:59 p.m.

b'Steve Chiavarone on the recent market rally based on the presumption of a divided government, and portfolio allocation on the basis on medium term uncertainty. Accordingly, year over year earnings and economic growth appear promising. Steve suggests positioning for cyclically recovery in 2021 with exposure to capital goods, consumer services, materials, autos, and energy.'