Clayton Allison, portfolio manager, Prime Capital Financial joined Schwab Network to discuss the S&P 500 and several other topics.
The S&P 500 (SPX) remains strong, supported by solid earnings and fundamentals. Clayton Allison says diversification into areas like electrification and natural resources can help manage risk. Software is showing signs of recovery through the IGV ETF, while AI demand continues to support names like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO).
Want to watch the full interview? Check it out here.
