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download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Despite the overly concentrated market that's piled into mega-cap technology stocks, the bulk of gains are still coming from that sector. While some investors fear that part of the market is too rich, they also aren't sure where else to find their gains. "So looking forward, we're somewhat concerned about the concentration right now in the market with the tech sector of the S&P, which is up 15%; the tech sector is up 27%". You want to ensure broad exposure to infrastructure, which means looking for an ETF that holds the sector's biggest names.
Persons: , Mimi Duff, Duff, we're, it's, there's Organizations: Service, GenTrust's, Business, Infrastructure Investment, Jobs, Dev, Infrastructure, International Energy Agency Locations: York, Washington, Maryland
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFixed income could outperform as volatility rises in second half of 2024, says GenTrust's Mimi DuffMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss how Duff feels about the potential for no rate cuts, what happens with equities from today's levels, and when the managing director is looking for more market volatility.
Persons: Mimi Duff Mimi Duff, GenTrust, Duff
Wall Street will endeavor to keep the November momentum going in the final month of 2023, as investors look for a broadening out of the rally that has been dominated this year by a handful of tech names. It also marked the best monthly performance for the S & P 500 and Nasdaq Composite since July 2022. While the S & P 500 cap-weighted index climbed more than 18% this year, the equal-weighted index is up by just over 4%. They highlight the attractive relative valuation of value stocks compared to growth stocks, as well as the significant underweighting of value names in portfolios by traders. And the question is, is it going to be in 2024, is it going to be 2025 or in 2026?
Persons: Stocks, Hogan, Olivier Sarfati, GenTrust's Sarfati, Carlos Asilis, Asilis, FactSet, nonfarm payrolls, They're, TK, Nonfarm Organizations: Dow Jones, Dow, Nasdaq, Treasury, Riley, Apple, Nvidia, Meta, Microsoft, Tesla, Expedia, Paramount Global, Russell, Glovista Investments, PMI, Services PMI, ADP, Labor, Consumer Credit, Broadcom Locations: U.S, Michigan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGenTrust's Mimi Duff on the appeal of bonds: We believe in diversified portfoliosMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, the Treasury market, and more.
Persons: Mimi Duff, GenTrust Organizations: Treasury
GenTrust's Mimi Duff explains why she's underweight on stocks
  + stars: | 2023-10-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGenTrust's Mimi Duff explains why she's underweight on stocksMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss the latest market trends, why she's underweight stocks, impact of the Fed's rate hike campaign, housing market, and more.
Persons: Mimi Duff, GenTrust
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're seeing stricter lending standards for all Americans, says GenTrust's Mimi DuffMimi Duff, GenTrust managing director, and Robert Dishner, Neuberger Berman senior fixed income portfolio manager, join 'Squawk Box' to preview the Fed's two-day policy meeting, and whether developments in the banking sector might influence the Fed's next move.
Watch CNBC's full interview with GenTrust's Mimi Duff
  + stars: | 2023-04-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with GenTrust's Mimi DuffMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss Jamie Dimon's comments from his annual letter, Duff's thoughts on a potential recession, and where the economy stands in turmoil created by the banking crises.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinancial turmoil from bank collapses aren't over: GenTrust's DuffMimi Duff, GenTrust managing director, joins 'Squawk Box' to discuss Jamie Dimon's comments from his annual letter, Duff's thoughts on a potential recession and where the economy stands in the turmoil created from the banking crises.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with GenTrust's Mimi Duff and Horizon Investments' Zachary HillMimi Duff, managing director at GenTrust, and Zachary Hill, Zachary Hill, head of portfolio management at Horizon Investments, join 'Squawk Box' to discuss what's happening in the economy, whether equities could make a move higher, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA mild recession next year is baked into the market, says GenTrust's Mimi DuffMimi Duff, managing director at GenTrust, joins CNBC's 'Squawk Box' to discuss her forecast for a future U.S. recession and her market outlook ahead of the open.
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