Why this strategist isn't basing investments on politics—Here's what to watch

CNBC's "Halftime Report" talks with Brian Belski, chief investment officer at BMO, to discuss the stimulus stalemate, investment strategies and what may be next for markets amid increasing coronavirus cases. Investors should not be basing their investment decisions on politics, period, says Belski. There's a huge debate on a daily basis over whether you should be buying growth vs. value vs. cyclicals vs. small caps vs. large caps. How 'bout just buying really great companies, he adds.