Attractive valuations make real estate and infrastructure more appealing.
Pandemic restrictions and a Chinese tech crackdown have weighed on markets.
After a sluggish start, the recovery is gathering steam.
At this point in the recovery, PM prefers tech and health care.
Market-leading companies could distance themselves from smaller competitors.
The greenback and euro face headwinds, while emerging markets offer opportunities.
Forecasting the precious metal's price proves problematic.
Market participants may be nervous as the recovery decelerates.
Energy, steelmaking coal and fertilizer make analyst's watchlist.
With default risk down, corporates should beat sovereigns again.