Where to Invest in 2021 - Mid-Year Update

 

Nothing ever goes exactly as planned, but the first half of ’21 for the U.S. equity markets went even better than most would have hoped. To be sure, as we wrote in December 2020 in our Market Outlook (Where to Invest in 2021), we thought the year would be favorable for equities in general and inexpensively priced stocks in particular.

 

Such was the case over the first two quarters of 2021, but Value has taken a bit if a breather since the advent of summer, which we think affords another opportunity to add undervalued stocks to portfolios. In addition to the seven investment themes we highlighted at the end of 2020, we have just added three more in our latest Special Report entitled Where to Invest in 2021 - Mid-Year Update.