Kenny Polcari joined Mornings with Maria to discuss the market’s strong finish to 2025 and why he sees momentum building into 2026. He highlighted signs of economic acceleration, pointing to broadening market leadership beyond big tech as small caps, financials, homebuilders and cyclicals begin to participate.
Looking ahead, Kenny said investors should stay exposed to growth while diversifying across sectors that stand to benefit from stronger GDP, improving liquidity and a more balanced market backdrop.
Watch the segment here.