{"id":29221,"date":"2021-07-01T18:55:36","date_gmt":"2021-07-01T18:55:36","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/podcasts\/strong-still-not-crowded-rally\/"},"modified":"2023-11-07T10:13:46","modified_gmt":"2023-11-07T10:13:46","slug":"a-strong-but-still-not-crowded-rally","status":"publish","type":"rbcwm_podcast","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/podcasts\/a-strong-but-still-not-crowded-rally","title":{"rendered":"A strong, but still not crowded rally"},"content":{"rendered":"\n<p>We speak to Marija Veitmane who is Senior Strategist in the Multi-Asset Class Research team at State Street Global Markets. We ask Marija what State Street\u2019s proprietary \u201cPrice Stats\u201d are telling us about inflation trends as she shares some fascinating insights on semiconductor shortages. We ask about her readings on investors\u2019 positionings and what ETF flows are telling us? We ask her how long can Europe remain a favourite \u201creopening\u201d trade? We discussed whether European bank stocks and cyclical stocks are still a good buy, and whether technology stocks will retain a special place in portfolios. Finally, Marija shares how Latvia (her home country) is a hidden gem for travellers!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Market outlook and sector preferences amid a rapid economic recovery, lingering inflation concerns and risk of policy tightening<\/p>\n","protected":false},"author":97,"featured_media":12351,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"rbcwm_podcast_category":[130],"rbcwm_podcast_series":[],"class_list":["post-29221","rbcwm_podcast","type-rbcwm_podcast","status-publish","has-post-thumbnail","hentry","rbcwm_podcast_category-podcasts"],"acf":{"rbcwm_custom_breadcrumb_text":"","rbcwm_custom_breadcrumb_link":"","rbcwm_subtitle":"Market outlook and sector preferences amid a rapid economic recovery, lingering inflation concerns and risk of policy 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