Sector strategist Denise Chisholm joins us again to share her perspectives on sectors and factors. Denise focuses on trends, history and data. As a market historian, Denise says we are seeing an earnings recovery like no other. Also, always being focused on sectors, today Denise will look at energy and industrials, financials and U.S. bank earnings. Denise unpacks the historical ranges for normal P/E ratios for value vs. growth and large cap vs. small cap. Denise will also expand on how she sees inflation unfolding.

Recorded on April 15, 2021.