Seeking Out New Investment Ideas – September 14, 2020



Equity markets are struggling to maintain their footing after rising sharply since the March lows. This comes at a point when there is no shortage of near-term economic and political risks. The stampede into the mega-cap growth stocks has left them particularly overbought and well ahead of their underlying fundamentals, and some cracks have appeared in the past week or so.

A just-published report examined the best potential new risk/reward opportunities outside of the high-flying Nasdaq stocks. The opportunities were grouped around several big themes, including:

  • Bets On An Equity Shakeout
  • Bets On The New World
  • Bets On A COVID-19 Medical Remedy
  • Bets On Successful Policy Reflation
  • Bets On Rising Inflation

 







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