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Jan 20, 2021

Brian Singer, co-manager of the William Blair Macro Allocation Fund, says that investors should be looking at making allocation changes now because the economy and market will come out of the pandemic changed, ready for a more broad recovery but also facing increased inflation as an offshoot of the economic stimulus. While not expecting inflation to take root yet, Singer agreed that certain inflation plays -- including energy stocks, the value investment style and more -- are likely to do well; he is less optimistic about the domestic market in general going forward. Also on the show, Freddy Garcia of Left Brain Wealth Management discusses how Enphase Energy has moved from a highly speculative stock that has gained more than 500 percent in the last year to a 'core holding' that he feels comfortable putting in anyone's portfolio, and Richard Howe of the Stock Spin-off Investing newsletter talks stocks in the Market Call.