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Reawakening global demand, combined with supply chain disruptions, have caused Y/Y increases in headline CPI to surge from 0.22% for June 2020 to 6.2% for October 2021; a 39-year high. Forecasts call for this inflation measure to continue to increase into at least the first quarter of 2022.
During this webinar CFRA’s panel of experts featuring Sam Stovall, Chief Investment Strategist, Vincent Randazzo, CMT, Senior Market Analyst, and Todd Rosenbluth, Head of ETF and Mutual Fund Research, discussed:
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How will the markets responded to this unexpectedly prolonged inflation advance?
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Reviewed trends in Lowry Research’s proprietary measures of investor supply and demand, stock market breadth and momentum to assess the overall health of the current bull market and its prospects for 2022.
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Recapped a record year of ETF flows and key milestones, including the first bitcoin focused ETF and the growth of active funds.
Also during this session Matthew Miller, CFA, Vice President, Equity Research, shared his 2022 investment outlook and prospects for the stocks in the metals & mining sub-industry and also discussed:
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Should investors hedge inflation risk with gold, or will industrial metals provide a better risk-adjusted return?
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What are the prospects for precious metals amid the inflation surge and historically low real yields?
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Industrial metals (steel, aluminum, and copper) have enjoyed higher prices in 2021; can the $1.2 trillion infrastructure bill from Washington keep the party going?
Speakers
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Ken Leon, ModeratorDirector of Equity ResearchKen Leon is Director of Equity Research at CFRA. He is responsible for analytical research as well as client servicing. As a subject matter expert, his research industries include Diversified Banks and the Housing Market, with coverage of Homebuilding, Home Improvement Retail, Home Furnishings and Real Estate Investment Trusts (REITs). Ken is a thought leader that provides ongoing in-depth research and communications to key customer segments. He is active with most media networks and leading print media, and is sought for his investment views on the large banks and housing market trends. Ken holds both a Bachelor of Science degree and an MBA from New York University. He was also licensed in the State of New Jersey as a Certified Public Accountant. |
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Sam StovallChief Investment StrategistAs Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and The S&P Guide to Sector Investing. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform, and maintains the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook. |
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Vincent Randazzo, CMTSenior Market AnalystVincent Randazzo, CMT, is a Senior Market Analyst at Lowry Research, a CFRA Business. Vincent produces written and recorded stock market research based on Lowry’s proprietary, statistically driven measures equity market supply/demand and breadth. He regularly interacts with top-tier clients, performing portfolio analysis while also consulting on tactical sector and industry group allocation decisions. Vincent earned a BA in economics from Drew University and has held the Chartered Market Technician designation since 2008. |
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Todd RosenbluthHead of ETF and Mutual Fund ResearchTodd Rosenbluth is Head of ETF and Mutual Fund Research at CFRA, where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. He also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. |
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Matthew Miller, CFAVice President, Equity ResearchMatthew is Vice President of Equity Research at CFRA. He is responsible for providing differentiated and actionable research and recommendations on equities in the Materials and Industrials sectors. Matthew’s areas of focus include metals & mining, construction materials, containers & packaging, and building products. Matthew holds his Bachelor of Business Administration degree from Colorado State University and his MBA from Concordia University in Montreal, Canada. He is also a CFA charterholder. |