Broadening Rally, Global Opportunities & the Fed’s Next Move — Rob Haworth’s Market Strategy

Where do investors go when markets are strong — but uncertainty hasn’t gone away? On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Haworth, Senior Vice President and Senior Investment Strategist at U.S. Bank, for a fast-paced discussion on how to position portfolios in a market that’s expanding beyond the usual leaders. Rob explains why his team remains constructive on equities, expecting a fourth straight year of growth, while emphasizing selectivity as leadership broadens beyond mega-cap tech. Key themes from the conversation: 📈 A broadening rally — AI-driven earnings growth spreading to healthcare, utilities, small caps, and global markets 🌍 Why global equities may offer better value than the U.S. alone 🏦 Opportunities in municipal bonds and structured credit as fixed-income alternatives 🏗️ Infrastructure and rate-sensitive sectors positioned to benefit from future Fed easing 🏠 A cautious but watchful stance on real estate, with select opportunities in industrials ⚖️ The Fed’s “wait-and-see” stance and the path back toward neutral rates 💰 Inflation risks, Treasury yield pressure, and market volatility 🥇 Why metals may need consolidation before fundamentals reassert With policy uncertainty, election-year volatility, and shifting sector leadership, Rob lays out a disciplined, diversified strategy for navigating what’s next. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠.... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #RobHaworth, #USBank, #StockMarket, #Investing, #MarketOutlook, #AssetAllocation, #GlobalEquities, #FederalReserve, #InterestRates, #AIInvesting, #FixedIncome, #Infrastructure, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices