Reported 14 days ago
Goldman Sachs portfolio manager Greg Tuorto emphasizes the resurgence of small-cap stocks following the Federal Reserve's interest rate cuts, noting they have been overlooked despite stable economic growth. He identifies undervalued sectors such as technology and healthcare, suggesting that the earnings potential for small caps is set to improve in the coming year. Tuorto also highlights specific investment opportunities in companies like DigitalOcean and Shake Shack, encouraging investors to consider these sectors as M&A activities and IPOs increase.
Source: YAHOO