M&A will pick up after the pandemic as companies begin to integrate and close on deals: Chris Retzler

Chris Retzler, Needham Growth Fund portfolio manager, and Brad Slingerlend, NZS Capital co-founder, joins 'Squawk Alley' to discuss how they're looking at valuations overall and how investors can be positioned heading into fall. Small caps tend to do better when we see acceleration, says Retzler, and he thinks there's still a good chance we'll get more stimulus that comes in a few more weeks. Small cap companies have been able to navigate the crisis well, he adds.
Tue, Sep 1 202012:06 PM EDT

watch now
CNBC ProWatch CNBC's full discussion on Apple and the supply chain with Wedbush's Dan Ives and Wired's Lauren Goode
watch now
CNBC ProTruist analyst is bullish on digital ad stocks
watch now
CNBC ProWatch CNBC's full interview with Evercore ISI's Amit Daryanani
watch now
CNBC ProWatch CNBC's full discussion with Wells Fargo's Steve Cahall and Frank Louthan of Raymond James
watch now
CNBC ProWatch Monday's full episode of the Halftime Report — Ocober 18, 2021, the 10th Anniversary Show