Jan 11, 2021
Michael Mullaney, director of global markets research at Boston Partners, says that while investors have good reasons to be nervous, the market and economy are set up for a good year and reasonable returns, provided there isn't some glitch in the end game of the pandemic. While he acknowledges issues like potential inflation, the disconnect between the market and the economy and more, Mullaney says those concerns will take a while before they truly impact the market. Also on the show, Dave King of Columbia Threadneedle discusses a survey of where investors expect to go to generate income this year, David Trainer of New Constructs reviews three Danger Zone picks that didn't work out in 2020 -- but that he still expects to pay off down the line -- and Bill Hench of the Royce Opportunity fund talks small-cap value investing in the Market Call.