This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.
Stick With Tech Stocks
Weekly Market CommentaryMarch 23: We believe the crossroads of continued fiscal stimulus and a well-adopted vaccine will lead to substantial economic growth in 2021. This will continue to drive asset prices but could also lead to higher interest rates. Higher interest rates are the quickest way to choke off economic growth; therefore, we believe the Federal Reserve will…