Smart Moves for Your Money
Wall Street's top minds aren't chasing hype—they're positioning smart. JPMorgan's Gabriela Santos says it's time to go global: 70% in developed markets outside the U.S., 30% in emerging markets. Why? Valuations are cheaper, growth is picking up, and the dollar isn't king forever. Stifel's Barry Bannister splits it clean—one-third each into value stocks, small-caps, and international plays. The goal? De-risk from an overloaded tech-heavy U.S. market.
Prefer U.S.-centric? Still plenty of ways to play it sharp.
Haverford's Hank Smith suggests 60% in equal-weight S&P 500 to avoid Big Tech dominance, with the rest in Nasdaq-100 for upside exposure. Piper Sandler's Mike Kantrowitz isn't chasing sectors—he's targeting elite names like Microsoft, Oracle, and Nvidia. His logic: go where the earnings power is, not where the noise is.
Want balance? Think income + global growth.
BlackRock's Tony DeSpirito likes dividend-rich large caps, especially in underpriced sectors like healthcare. Janus Henderson's Lara Castleton is going 60% large-cap tech, 20% international, 20% U.S. mid-caps—betting on AI, reshoring, and global demand convergence. Bottom line: this market rewards precision, not passive bets.