Strength in Financial, Healthcare, and Consumer Discretionary Sectors

TD Ameritrade Network

Aug 2 2021 • 7 mins

We are overweight U.S. versus international equities, says Rebecca Felton of Riverfront Investment Group. We are neutral/slightly overweight the tech industry, and overweight industrials, with the emphasis on infrastructure plays. They are looking at financials and medical device sectors. She discusses fiscal policy and potential change in tax policy.