Veteran investor Dietze names the sectors — and stocks — he likes right now

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Peapack Wealth Management's David Dietze continues to see opportunities in the market and revealed what he is betting on right now.

It has been an eventful week for markets following the U.S. Federal Reserve's 50 basis point rate cut last week and the Dow Jones and S & P 500 benchmarks hitting record highs on Tuesday. As investors mull over how to play the market, Peapack Wealth Management's David Dietze revealed where and what he is betting on right now. "There's a lot of fundamental drivers that are playing well for this market," the managing principal and senior investment strategist at the U.S.

2025, we're looking at a 14% jump in earnings." Favorable valuations Small-cap stocks are one area Dietze is watching closely, given that they are trading at a "discount." Interest in small-cap stocks picked up in July and while the outlook has been mixed, he likes that "valuations are favorable" right now. The Russell 2000 index - which captures the performance of small-cap companies in the U.S. that derive most of their revenues domestically - is up 9.

 

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