Growth Drivers Changing into 2026, but Double Digit Returns Possible

Keith Buchanan examines what the rotation out of tech is signaling, arguing that investors are positioning around uncertain policy next year, including the risk that the Fed may not cut rates as much as expected. He thinks the stocks outperforming in financials and healthcare could continue to outperform next year. Keith believes the catalysts for 2026 growth may look very different than in the past few years.

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