Summary
Chief Investment Officer Scott Ladner spoke with FOX Business about the opportunity in rotating from concentrated mega-cap and defensive positions into equal-weight equities and small- and mid-cap financials to capture a cyclical, nominal GDP-driven shift toward tangible assets—while maintaining broad, balanced tech exposure.
Not investment advice; mentions of specific securities or sectors are illustrative in nature.
Authored by Scott Ladner
Originally posted on Horizon Investments on February 17.
For more news, information, and analysis, visit the ETF Strategist Content Hub.
