Expect 2021 GDP to be +10% because of a very U.S. reopening, says Ernesto Ramos of BMO Global Asset Management. He says market valuations are elevated but particularly so for growth stocks. He recommends everyone should own the four corners of growth, value, large-cap, and small-cap stocks. They favor overweighting the value and small corners and are positive on the stock market as a whole. Select Sector Financial ETF (XLF) is leveraged to an economic recovery and steepening yield curve and a cyclical play, adds Ernesto.
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