Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management, tells Yahoo Finance as we head into 2021 we will see a broadening economy and fiscal stimulus.
Two of these companies have strengths in e-commerce; a Deloitte survey shows 65% of shoppers will favor online shopping this season. Visits to physical stores dropped 52% on Black Friday, Sensormatic Solutions data shows. If you're an investor in retail stocks, and you stopped by the local mall over the Black Friday weekend, you might be a little worried.
Shopping, entertainment at home, and coronavirus prevention are themes that may gain this month -- and into the future.