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

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.

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Wednesday, May 26, 2021 3:00PM ET
Webinar for members only

Key Topics

Wednesday, May 26, 2021 3:00PM ET
  • 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 AC

Head of Global Portfolio Strategy and Asset Allocation

Prior to joining FS Insight, 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.