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'Pass the Baton:' Healthcare & Financials Beneficiaries of Next Market Cycle

8 min22 augusti 2025

Ahmed Riesgo sees healthcare and financials being the two sectors to benefit the most in the coming months. He expects healthcare to benefit from evolving technology while financials will grow once the Fed kicks its rate cutting cycle back into motion. Even if tech takes a back seat, Ahmed still expects A.I. to be a "generational shift" that barely began despite "froth" forming in related stocks.


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