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Markets According to Brian: 2H 2021 Navigating a Challenging Backdrop

Wednesday, May 26, 2021 3PM ET
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Brian Rauscher presents his 2021 2H Market Outlook

Join us Wednesday, May 26th, 3PM ET for an exclusive webinar with Q&A as Brian Rauscher delivers his Market Outlook.

for FSI Macro and FSI Pro members only
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Event Agenda

  • We will briefly discuss why we still see the macro backdrop as supportive for further equity gains despite rising worry and anxiety levels by some investors.
  • We have had a conservative 2021 S&P 500 OEPS forecast and will be discussing an upgrade to our corporate profit outlook and our year end target level for the index.
  • How should one be looking at positioning decisions for the back half of the year — Offense vs Defense, Growth vs. Value, Large vs. Smid, and US vs. The World?
  • What sectors (GICS L-1) / sub-industries (GICS L-4) are likely to outperform into year end? Can Tech recover and remain an outperformer? Or should investors be rotating into Staples/HC?
  • Brian will highlight some of his top favorable stocks.
  • Q&A

Panel of Speakers

Tom Lee

Brian Rauscher, CFA

Head of Global Portfolio Strategy and Asset Allocation

Prior to joining FSInsight, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund.

Schedule

Markets According to Brian: 2H 2021 — Navigating a Challenging Backdrop
3:00pm - 4:00 pm ET
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