Evaluating the Market Recovery and Identifying Opportunities

In our latest strategy update, members of our investment policy committee discuss the index concentration issue, stock valuations, the "soft landing" scenario, and more. As we have illustrated in previous strategy updates, the new bull market is largely driven by a few mega-cap stocks. Our panel examines how this phenomenon is starting to break down, signaling good news ahead.

James E. Demmert, Founder–CIO, gives an update on economic data and the "soft landing" scenario. Benjamin Armellini focuses his discussion on opportunities in sectors such as healthcare. Lily Taft, CFA, develops on the most recent company earnings, jobless claims data, and AI's impact on the healthcare sector.

We hope you find our most recent video strategy update helpful! Please feel free to contact your advisor or anyone on our team if you have any questions. Additionally, we encourage you to share this with a friend or family member who may also benefit from this information.