Nadeem Kassam, head of investment strategy, returns to The Advantaged Investor to discuss equity markets with host Chris Cooksey, including: expectations for the back half of the year and into 2022; equity valuations - considering the robust earnings outlook and the current low yield environment, are they justified; areas of the market with the greatest opportunities in both Canada and in the US; earnings season in the US - Nadeem’s take and a review of a recently published piece, It’s Getting Hot in Here, which discusses the recent pickup in inflation and discusses investor positioning ideas.
