Cyclical Stocks Attractive Amid Reopening: FlowBank CIO

The video discusses the economic outlook, focusing on inflation and growth trends, particularly in light of the delta variant's impact. It suggests that growth will be above trend into 2022. The discussion also covers the potential for more reopening, which could benefit cyclical stocks. The speaker shares an investment strategy that balances cyclical stocks with defensives and tech sector investments, highlighting the continued potential for growth as the economy reopens.

How does the speaker view the current state of cyclical stocks?

What potential does the speaker see for the first half of 2022?