As the world continued to grapple with the coronavirus, the United States attempted to thread the economic needle. Record-breaking fiscal stimulus was passed in record time. Thankfully, the U.S. has been able to avoid the most negative potential economic outcomes.
Watch MAP President and CIO Michael Dzialo discuss how the investing landscape has changed since COVID-19, and opportunities MAP sees going forward.
A noteworthy rotation from growth to value that began late last year continued in the first quarter of 2021. Some of last year's biggest winners underperformed during the quarter, while investors gravitated toward some of last year's laggards.
National oil champions are likely to fill the gap left by private-sector players—meaning emissions won't shrink as fast as the supermajors.
