Reported 12 months ago
Deputy head of research Lisa Thomas from TD Cowen advises investors on preparing their portfolios for the upcoming 2024 election by focusing on themes that will endure and provide long-term gains. She suggests concentrating on AI infrastructure and architectural enhancements that support AI use cases, recommending investing in names like Credo Technology and Digital Bridge. By focusing on long-term themes and avoiding getting caught up in political noise, investors can position themselves for success regardless of the election outcome.
Source: YAHOO