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Jackson Square Capital Managing Partner Andrew Graham joins Wealth host Brad Smith to discuss rising investor bearishness in US stock markets (^DJI, ^IXIC, ^GSPC).
Graham explains that while bearish sentiment is increasing, it hasn't yet reached "extreme levels." However, he suggests that if bearishness does hit extremes, it should be viewed as a "bullish signal," noting that "it should be a reason to add exposure" for investors.
When considering investment opportunities during bearish periods, Graham recommends focusing on value stocks. He particularly favors the software sector, saying it "seems to be the place to be" as it stands to benefit from AI inferencing adoption. He also highlights opportunities in the pharmaceutical sector, especially stocks that "have been held back by the RFK [Robert F. Kennedy, Jr.] anxiety."
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This post was written by Angel Smith