Senior Partner Emerson Ham, III, CIMA®, CFP®, CPWA®, recently shared insights with The Wall Street Journal on the growing shift towards defensive investing as investors anticipate Federal Reserve rate cuts. He views this trend as a genuine adjustment, not a fleeting reaction. While defensive sectors like utilities and real estate are currently strong, Emerson believes a balanced market could also see technology stocks perform well. He highlights the potential for a favorable scenario where both defensive assets and technology thrive.

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