What happened to the reflation trade?
Markets in Focus, featuring: Derek Smashey, CFA, Co-Portfolio Manager at Scout Investments,
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About the Episode
A year into the reflation trade, valuation metrics for many growth stocks are higher than they were a year ago. But if you look at fundamental drivers, things are not so clear.
Featuring
Derek Smashey, CFA, Co-Portfolio Manager at Scout Investments
