Jim Golan Talks Large-Cap Growth Stocks

Jim Golan, Co-Portfolio Manager at William Blair Large-Cap Growth Fund (LCGNX), sees the rise in interest rates being driven by an increase in real rates. He says additional government stimulus will add fuel to the growth. He adds that they think real GDP growth will be 7+% by second half of the year. He talks Intuit, Estee Lauder, and Mastercard.

ON AIR
7:00 am
Futures

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Jim Golan Talks Large-Cap Growth Stocks

Jim Golan, Co-Portfolio Manager at William Blair Large-Cap Growth Fund (LCGNX), sees the rise in interest rates being driven by an increase in real rates. He says additional government stimulus will add fuel to the growth. He adds that they think real GDP growth will be 7+% by second half of the year. He talks Intuit, Estee Lauder, and Mastercard.

ON AIR
7:00 am
Futures

Get Market Minute

Daily insights for every investor

FOLLOW US