BMO's Belski Expects 'Big Move' in Stay-at-Home Stocks

The video discusses the transition in the stock market, emphasizing the shift to a fundamentally led stock pickers market in 2021. It highlights the challenges of returning to normalcy post-2020, with ongoing market volatility influenced by COVID-19. The discussion covers the impact of the pandemic on market dynamics, the role of tech and communication sectors, and the importance of maintaining investment positions. The video also explores the potential in value markets and financial stocks, suggesting cautious investment strategies.

Discuss the implications of potential lockdowns on market momentum in early 2021.

What strategies should investors consider regarding tech stocks in the current market environment?