Strength in Financial, Healthcare, and Consumer Discretionary Sectors
Schwab Network
English - August 02, 2021 16:00 - 7 minutes - 41.2 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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We are overweight U.S. versus international equities, says Rebecca Felton of Riverfront Investment Group. We are neutral/slightly overweight the tech industry, and overweight industrials, with the emphasis on infrastructure plays. They are looking at financials and medical device sectors. She discusses fiscal policy and potential change in tax policy.