Reported about 12 hours ago
Rich Bernstein, CEO of Richard Bernstein Advisors, suggests that investors view 2025 as a two-act play, with distinct strategies for each act. In the first act, he believes the economy will be stronger than anticipated, advocating for a portfolio with a cyclical tilt, focusing on energy, industrial sectors, and small to mid-cap stocks. Conversely, the second act may necessitate a defensive strategy if the Federal Reserve adjusts its course, favoring investments in consumer staples, healthcare, and utilities.
Source: YAHOO