Reported 8 months ago
BMO Family Office Chief Investment Officer Carol Schleif discusses how the markets are overly fixated on the Federal Reserve rather than looking at demographics and other quantitative data. She believes that the Fed has less control over the economy than perceived, emphasizing the importance of focusing on fundamentals and long-term growth opportunities. Schleif suggests that investors who believe in the market long-term can maintain some exposure to risk and growth assets while balancing with fixed income investments. Additionally, she highlights the significance of the tech upgrade cycle as a key market driver.
Source: YAHOO