It's my job to make sure they go to where they are supposed to go.

175

Health care offers defensive characteristics against a further economic slowdown that we are currently projecting, while offering growth characteristics that could allow for earnings expansion.

167

With all of the cash chasing various asset classes, including commodities and gold, everything starts to rise at the same time, and that hasn't traditionally been the case. When everybody has the same ideas, the diversification benefit becomes less.

147

If [the Fed] shows more of a hand that they're close to done, we could see an overall rally in the market.

140