While inflation remains sticky in areas like services and housing, Mike sees an opportunity to navigate this complexity. He spotlighted healthcare as a potential hidden gem, arguing its mix of growth and value stocks offer untapped potential after lagging behind tech. Banks also stand out, poised to benefit from higher rates and a friendlier regulatory environment. Mike’s view? Embrace volatility as a chance to uncover value in sectors primed for growth.
In a recent conversation on Yahoo Finance, Head of Research and Quantitative Strategies, Mike Dickson weighed in on the Fed’s steady approach, highlighting the robust economy and labor market that supports its patience.
