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