Jeffrey Royal & Richard Bernstein
Concerns around high equity valuations and rising asset prices are finally manifesting. In this webinar, Richard Bernstein will examine the critical shift in the markets - focusing on the anti-tech trade, cyclicals, consumer staples and other areas where RBA is finding opportunities and isolating risks.
At Richard Bernstein Advisors (RBA) we employ a disciplined, top-down approach – we generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. And in current markets, disparities are large.
We are focused on fundamentals – with particular emphasis on corporate profit cycles rather than economic cycles.
Mr. Bernstein, CEO/CIO of RBA will be addressing key areas that will be important for you and your clients: