With rates set to fall on the back of a cooling jobs market, the rotation trade continues, but what stocks do you buy? Big Tech doesn't need cuts because they have strong balance sheets and stretched valuations, So the play is dividend payers because small companies hold more debt and aren't a sure bet. Said Eric Diton, president and managing director of the Wealth Alliance.
Investors poured nearly $1 billion into real estate and utility sector US exchange-traded funds last week, compared with just $300 million into tech ETFs, Bloomberg Intelligence data show.
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