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Cirrus Market Outlook: Q3 2024 - Barbelled Mag-7 and Value to Close Strong in ’24!
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in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.
A combination of solid earnings for the market, notably strong for the AI segments, and easy credit allows for a pro-equity stance. The challenge for managing the portfolio as we close the year are twofold. The first is to smartly navigate the trending influences of AI until gravity takes its toll on the fiery run of Nvida sales. Second is how to reflect a more cyclical/fundamentally driven exposure as the global profit cycle rebounds. To adeptly manage this likely scenario, a barbelled posture makes sense: to hold the trending components until we get tactical red flags but also continue to look at firms more broadly to use valuations to discern organic growth at a reasonable price as the profits cycle is on the mend.
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