Portfolio manager's advice for investing in a volatile market

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Josh Lipton 뉴스

George Cipolloni,Market Domination,Magnificent Seven

Penn Mutual Asset Management portfolio manager George Cipolloni joins Josh Lipton and Josh Schafer on Market Domination Overtime to discuss how investors can...

on Market Domination Overtime to discuss how investors can navigate volatility as the market broadens beyond the"Magnificent Seven" amid expected rate cuts.

He notes that the Magnificent Seven's growth isn't “stalling out, but it's not as fast as the pace that it was before, and we're seeing other sectors pick up."It feels like it's been Macro, Macro Macro and that's all we're sort of talking about for drivers, for stocks here, right? I mean, you're talking about a lot of money that's got to be spent and it's gonna be spent in infrastructure and it's gonna be spent in energy production.

And we're seeing other sectors kick up like like healthcare expect growth expectations, the materials in other sectors.Uh another big theme trend investors are clearly concentrating on is the election clients come to you, George, I'm sure you're getting questions about it.So, so I think one of the big things with elections, we, we love to tell investors and clients that look, elections come and go and we don't want to bet on, on one particular party.

And um you know, we all know what the, the national debt and the balance sheet looks like at this point in the interest cost.OPPO is Set to Partner with UNESCO to Empower Youth Innovation and Cultural Preservation through Imaging Technology on Its 20th Anniversary

 

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