| Dear Readers, At this point the dust has pretty much settled on the winners of the stock market's post-COVID rally. If you were heavily invested in tech giants like Apple and Microsoft, you made out with hefty gains. Same goes for consumer discretionary, which saw an upper echelon headlined by Amazon and restaurant chains like Domino's Pizza and Chipotle surge off Feb. 19 lows. On the flipside, if you were stuck in energy or financials, you likely had a very rough time. But fortunately for those caught on the wrong side of the market's recent rally, experts across Wall Street seem to think change is afoot. Many of them are preparing for the next phase of life in the stock market — one characterized by stimulus uncertainty and a US economic recovery that's lagging the rest of the world. To that end, Business Insider has been gathering information to help you tackle the new environment. If you aren't yet a subscriber to Investing Insider, you can sign up here. We spoke to James Callinan, whose fund is dominating the broader market this year. He said he's already looking past scorching-hot "work-from-home" stocks to "real companies" built for long-term success. He outlined his outlook, and detailed 6 stock picks. Read the full story here. Meanwhile, Bank of America's Michael Hartnett says historically strong performance from "all-weather portfolios" built to thrive during market stress is on its last legs. He offered 3 trades to prepare in advance — and perhaps even capitalize. Read the full story here. And then there's Jefferies, which is tweaking its core stock-investing strategy to reflect a slower-than-expected US economic recovery. The firm made two major shifts, which it says will help traders outperform in the medium term. Read the full story here. Thanks for reading! -- Joe
Clients of Jim Osman, the founder of the Edge Group, pay a minimum of $1,000 a month for his research. And they're heavy hitters: The roster of 200-plus has roughly $400 billion under management. Osman details how arrives at his stock picks based on a few select characteristics — and breaks down two companies he likes right now. Read the full story here:
Jason Tauber manages the Disrupters portfolio for famed investment firm Neuberger Berman. The portfolio more than doubled its benchmark, the Russell 1000 Growth Index, in the first half of 2020. In an exclusive interview, Tauber broke down how he finds high-upside businesses within companies that aren't being valued properly by the broader market. He also discussed how's he's tweaked his winning approach to picking tech stocks. Read the full story here:
Stocks that are considered undervalued are trading at a record cheapness compared to the rest of the market, says Marko Kolanovic, JPMorgan's global head of macro quantitative and derivatives research. He foresees a so-called squeeze higher for value stocks, and recommends that investors position their portfolios to profit from a rotation away from popular growth names. Read the full story here:
Stock pick central Seeking experts who are willing to name names? Look no further:
Chart of the week 
The JPMorgan chart above — compiled by the firm's quant guru, Marko Kolanovic — shows that value stocks are now trading at a record cheapness relative to growth. Kolanovic's takeaway from this trend is that value stocks are susceptible to a squeeze higher, and investors should rightly position their portfolios ahead of time.
Quote of the week "An inflection in COVID-19 trends in the US South, repricing of election risks, positive vaccine news, additional US fiscal stimulus round, and/or better than expected Q2 earnings results/guidance could provide a catalyst for a squeeze on Value names." — Marko Kolanovic, global head of macro quantitative and derivatives research at JPMorgan, on why he sees a value-stock rally in the cards | 
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