Q2 2024 Investment Outlook
The U.S. Bank Asset Management Group sees potential in sectors that have lagged Technology and Consumer Discretionary stocks. Earnings growth, capital expenditures on artificial intelligence and data management, and fiscal policy may offset the impacts of higher interest rates.
How to invest in today’s market
With inflation retreating and interest rate cuts likely coming later this year, how should investors position their portfolios to capitalize on potential opportunities, while guarding against risks?