Mark Travis' Investment Strategies

Mark Travis on the state of the economy and markets. This quarter to date has been remarkably bullish for small caps, and there is little space for taking a contrarian position against equites. Mark believes inflation has been underestimated by official data, but does not think the Fed will interrupt the status quo. Since the election, Mark has see a rather large market shift into companies with high free cash flow yields and low multiples.

Market Overtime

18 Mar 2021

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Mark Travis' Investment Strategies

Mark Travis on the state of the economy and markets. This quarter to date has been remarkably bullish for small caps, and there is little space for taking a contrarian position against equites. Mark believes inflation has been underestimated by official data, but does not think the Fed will interrupt the status quo. Since the election, Mark has see a rather large market shift into companies with high free cash flow yields and low multiples.

Market Overtime

18 Mar 2021