Reported about 1 year ago
Keith Buchanan, a senior portfolio manager at GLOBALT Investments, discusses the need for investors to rebalance their portfolios as Wall Street enters the second half of the year. He emphasizes the importance of focusing on large-cap tech and AI-oriented names, while also looking for opportunities outside of those areas, such as investments in companies like Costco. Buchanan also highlights potential challenges ahead, including the impact of the 2024 presidential election on equity markets. For more insights, viewers can watch the full episode of Wealth! for expert analysis and market updates.
Source: YAHOO