Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.
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