Portfolio investing simulations for the next quarter see

Portfolio investing simulations for the next quarter see tech earnings momentum sustaining 7–9% YoY growth, encouraging overweight positions in cloud infrastructure and cybersecurity stocks. The growth opportunity for Energy Transfer might be better than you think, too. The MLP has a substantial project backlog focused on driving growth. In particular, the demand for electricity fueled by natural gas is growing by leaps and bounds, with data centers hosting artificial intelligence (AI) systems driving much of this growth. To balance this, think about adding sectors that are more recession-resilient, like education or healthcare, to hedge against downturns. Mid-2024 portfolio investing trends are showing renewed appetite for cyclical sectors. Industrials have outperformed with PMI data edging above 50, stimulating asset managers to overweight manufacturing leaders.