Keep cyclical exposure to higher quality, large cap names, notes Loreen Gilbert. She discusses the key takeaways from the FOMC June minutes, as well as recession trends to have on your radar. She talks about how rate expectations are affecting the markets. She goes over how small cap growth has had a strong run in recent weeks and valuations have moved out of very attractive territory. She then goes over asset allocation strategies for investors to consider. Tune in to find out more about the stock market today.
