Top Morningstar strategist David Sekera says there's one sector that "deserves a place in everybody's portfolio" right now — the energy sector. Speaking to CNBC's "Street Signs Asia" last week, the firm's U.S. markets strategist said the energy sector was trading at a 5% discount and is set to "do well, especially if we get into more of a reflationary environment later in 2025.
stocks hit new highs following Trump's victory in the U.S. presidential elections, but have since taken a breather. "At this point — whether you want to call it the Trump bump or the Trump rally — according to our valuations, I think it's run its race," Sekera said. And he expects further gains in the short-term to be "pretty limited." "The U.S.
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