As Nvidia (NVDA) spearheads the tech sector rally, questions arise about potential market broadening. Jason Pride, Glenmede chief of investment strategy and ...
questions arise about potential market broadening. Jason Pride , Glenmede chief of investment strategy and research, joins Catalysts to discuss why investors should adopt a more"disciplined" approach to their portfolios amid current market conditions .
I know you just heard our conversation with Paul and I'm curious what stood out to you in terms of the concentration we're seeing in tech versus a strong desire to have a broadening out?So I think it's probably going to take a little bit of time for us to actually see that broadening out quite often when we see innovation cycles.
10 years later, all that hype actually ended up being true, end up being true 10 years later rather than within that exact time frame that everybody was hoping for.So is it less that you're saying don't be bullish on the stock?And I think that's where investment discipline comes in these sort of environments require investors to number one, be comfortable with not chasing the trade.
If equities have run beyond your target equity allocation, bring that back to your target equity allocation that allows you the opportunity to buy other things, buy other things within equities, buy other things within broad asset classes, like fixed income of all things.So there is an opportunity here for investors to rebound their portfolio back to a more disciplined portfolio allocation.
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