Kenny Polcari joined Maria Bartiromo’s Wall Street to discuss whether the strong gains seen in 2025 can continue into the new year. While he expects 2026 to be a positive year for markets, he noted returns are likely to moderate after several years of outsized performance, with political uncertainty around midterm elections potentially driving near-term volatility. Kenny emphasized staying invested in technology without chasing it, while increasing focus on financials, healthcare, industrials, materials and utilities.
Watch the segment here.