We could see a “reallocation or a more dynamic allocation in equity—that changes the game, and could really propel the markets higher [if things look better in Europe],” he added.
“So that combination with large-capbeing able to take advantage of some of the good things happening in the global economy should help large-cap growth,” explained Bronzo.
Although economic growth will be “very sub par” for a long time, at least probably for the next 12, 15 months, Bronzo noted. “As a result, people are going to crave individual stock stories.”
But should crisis in Europe not be resolved, “then this remains a good market for baskets," he concluded.
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