

For example, portfolio managers like TCW's Diane Jaffee believe that as the economy moves further away from a possible slowdown, now is a good time to redirect capital into mid-cap stocks.

That's not to say, however, that all stocks are created equally.įor instance, investors like Charles Schwab's Joe Mazzola and Morningstar's Dave Sekera have both pointed out that the boost in stock valuations across the market is thanks to a small group of mega-cap technology titans, meaning that other sectors may potentially have more to go.Īnd even though equities may be riding the wave back towards their all-time highs, that doesn't mean that investors have missed their chance to jump on the bandwagon. And even with another interest rate hike on the table for July, the market rally still seems to be going full speed ahead. In fact, this year the stock market has rallied nearly back to its record highs, with major indexes like the S&P 500 and Nasdaq Composite up over 14% and 22%, respectively, since March's banking crisis. Upcoming rate hikes and a looming recession have kept investors apprehensive about the future of the stock market - but not enough to impede the ongoing bull rally. Deutsche Bank analysts recently shared their 29 top stock picks for the next 12 months.That's not to say that no potential opportunities exist for investors.Despite macroeconomic headwinds, stocks have nearly rallied back to their all-time highs.Account icon An icon in the shape of a person's head and shoulders.
