Equity portfolio manager Martin Romo recently sat down with us to share how he is thinking about investing in today’s environment, the pandemic’s long-term impact on industries and what he believes are the most important innovations for the next decade.
Q: Do you expect the recent rally in more cyclical areas of the market to continue?
As a former chemical analyst, I've spent a lot of time thinking through the cyclical implications, and there are clearly some powerful ones. We've got fiscal and monetary policy that's incredibly supportive of the stock market. But as a former cyclical analyst, I'm also a bit cautious. The enthusiasm in the market today for a recovery and a return to normal is quite startling to me.