Lizanne Saunders, Chief Investment Strategist at Charles Schwab, dives into market volatility, sector rotation, and why small caps may shine amid broader earnings growth. Mark Okada, Co-founder of Sycamore Tree Capital Partners, raises alarms about risks in below-investment-grade lending and the impending credit cycle. Megan Hsu from Wilmington Trust shares insights on the labor market's impact on earnings expectations and the importance of quality equities. Together, they explore the intricate dance between geopolitical risks and market dynamics.
