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EssentialInvestment Ideas

Richard Bernstein: Value Outperforming Growth in 2021

Featuring Richard Bernstein

Dec 07, 2020 • 48 minutes

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Essential

Investment Ideas

Richard Bernstein: Value Outperforming Growth in 2021

Richard Bernstein shares his outlook for 2021, anticipating a year of immense change with a potential surge in earnings & growth rates for small-caps.

Featuring Richard Bernstein

Dec 07, 2020 • 48 minutes

Richard Bernstein, CEO of Richard Bernstein Advisors, joins Real Vision managing editor Ed Harrison for a conversation about his investment outlook for 2021 and why he anticipates a year of immense change with a potential surge in earnings and growth rates for small-cap companies. He sees the narrow leadership in the stock market led by large-cap technology stocks ending as cyclicals and value stocks gain momentum. He warns of bearish event risk in tech like antitrust action that will impact companies’ earnings growth potential. Another reason small-cap looks good to Bernstein is because he sees globalization contracting, which will benefit companies leveraged to domestic economies. Filmed December 3, 2020. Key Learnings: When it comes to asset allocation, Bernstein says investors want to choose value over growth as well as focus on small to mid-cap companies, and he explains why now might be the time to invest in non-U.S. companies. He also recommends keeping an eye on municipal bonds as they might be mispriced, and he likes gold as a hedge against inflation and uncertainty. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

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In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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