We are pleased to present the next in our series of video strategy updates! Subscribe to our YouTube channel to be the first to know when we share new content.
The rotation into the cyclical sectors -- Energy, Financials, Industrials, etc. -- has continued, as has the under-performance of technology stocks! Here’s our take on why, and as well as how we are approaching investing in equities and fixed income in this new environment.
****The companies listed represent the largest holdings as a percentage of total assets under management by Main Street Research. Securities identified and described do not represent all securities purchased, sold or recommended for client accounts. The viewer should not assume that an investment in these securities has been or will be profitable****
We hope you enjoyed our Strategy Update. If you liked what you saw and would like to learn more about Main Street Research, please Contact Us for a no-cost, no-obligation discovery meeting.