The best portfolios plays for an uncertain market

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Rob Haworth أخبار

Federal Reserve,Market Domination,Presidential Election

US Bank Wealth Management senior investment strategist Rob Haworth joins Market Domination to discuss how investors can best position their portfolios in the...

US Bank Wealth Management senior investment strategist Rob Haworth joins Market Domination to discuss how investors can best position their portfolios in the current market.

As the election lies just two months away, he does not expect it to have much of an influence on the market. Instead, he explains,"What we see is markets are focused closely on growth and inflation. That's really what drives markets as we move ahead."So, so given that, you know, your views there on the economy, the consumer talked about how you want to position your portfolio in the, in the equity market.

Um I think the the other kind of concern we have is our valuations a little rich, do earnings expectations for 2025 maybe need to come down a little bit and that could dampen some enthusiasm for the broader market, but particularly the high flyers, which is why we're looking into those defensive sectors into this kind of broadening out of the rally outside of such a concentrated focus on just technology and communication services.

Sending your kids off to school with tasty, healthy food that they'll want to eat can be a challenge. Here are some strategies that can help ensure kids have a good nutritional start.Canada's Food Guide plate is a great place to start when figuring out what your kids should eat."We can think about half of our plate being colourful fruits and vegetables," explained Andrea D'Ambrosio, registered dietitian and owner of Kitchener's Dietetic Directions.

 

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