2024-03-27 13:20:00 ET
Summary
- With markets at record highs, who are the stocks leading the gains? It's not tech.
- Why industrials are outperforming.
- Why tech isn't really the big market driver it once was.
As markets hover near record highs, much of the focus has been on large tech stocks. Benjamin Gossack, Managing Director and Portfolio Manager with TD Asset Management, explains why he believes industrial stocks are now the real drivers in the current bull market cycle.
Transcript
Greg Bonnell - While some investors have been focused on the performance of tech stocks like Nvidia ([[NVDA]], [[NVDA:CA]]), our featured guest today says if you're looking for a pocket of strength in the markets, one sector is really standing out. And it's not technology. Joining us now with more, Ben Gossack, Managing Director and Portfolio Manager with TD Asset Management. Ben, always a pleasure to have you. Always a pleasure to have your insights and your charts with us as well....
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For further details see:
Why Industrial Stocks May Be Ready For Their Close-Up