A Message from Edge Investment Solution's Damon Walker:
Chart of the Week
Rising Tide Floats All Boats
The 2020 pandemic has disproportionally hurt company earnings in cyclically-oriented sectors, but the global growth recovery of 2021 should help close this gap, in our view. We expect consumer discretionary and industrials to realize the sharpest earnings rebound. Meanwhile, the strength of info tech and health care may continue to have a growing influence on US earnings.