U.S. equities manager shares his outlook.
The market has seen significant sector dispersion this year.
There are still attractive investments in the sector.
A New York-based PM explains his firm's gender diversity strategy.
The pandemic, production constraints and a shift to renewables complicate the outlook.
Investors grapple with uncertainty despite upward earnings revisions.
Economic momentum would support market upside.
Profits will have to play a larger role.
It may be a more volatile year for U.S. equities.
Why companies are exceeding expectations