SlateStone Wealth’s Chief Market Strategist, Kenny Polcari, joined Schwab Network’s Opening Bell to share his outlook on the markets, inflation and where investors can still find value.
While bullish on the broader economy and continued strength in earnings, Kenny remains “cautiously optimistic,” noting the market could benefit from a healthy 5-8% pullback. He highlighted opportunities beyond mega-cap tech, pointing to Accenture and Merck as quality, dividend-paying names trading at attractive levels, and reaffirmed his preference for large financials and select industrials as the next areas of strength.
Watch the full segment here.