Paul Baiocchi

In this engaging discussion, Paul Baiocchi, Chief ETF Strategist at SS&C Alps Advisors, sheds light on the pivotal shift in investing strategies beyond the dominant S&P 500. He emphasizes the megatrend of electrification reshaping the economy, driven by AI data centers and EV adoption. Paul highlights the resurgence of international markets, trading at a discount, and the potential of small caps and REITs amid improving fundamentals. His insights challenge investors to rethink traditional approaches and explore new opportunities in a changing landscape.