Positioning into Year-End 11/27/24

Shannon Secosia, an astute investment committee member, dives deep into the Federal Reserve's recent strategies and their ripple effects on the market. The discussion highlights the tech sector's struggles, particularly with semiconductors and disappointing earnings from Dell. Shannon emphasizes the need for strategic positioning as we approach year-end, offering insights on retail performance during the holiday rush and the shifting landscape of cybersecurity investments. It's a mix of caution and opportunity as investors look ahead into 2025.