Reported 1 day ago
Andrew Briggs, director of portfolio management at Plaza Advisory Group, emphasized the need for more clarity regarding Trump administration policies and inflation, which he feels are affecting investment strategies. He notes that understanding changes in immigration policy is crucial for labor market impacts. While he identifies opportunities in utilities, materials, and software sectors, he suggests that small- and mid-cap stocks may become viable investments once there is clearer direction on policies and interest rates.
Source: YAHOO