Forget the V and U trajectories of yore, LPL’s Gilbert says.
To Larry Summers, today’s trove of saved-up cash will juice consumer spending. TS Lombard is skeptical, due to the persistent virus.
Recovery stocks are the place to be, says hedge fund chief, in contrast to his jeremiads of 2020.
Karen Karniol-Tambour was formerly head of research at the hedge fund; Carsten Stendevad was previously chief executive at ATP.
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.