Big Tech Trade Loses Its Edge and Small Caps Get Cool Again

Let’s say you had $100,000 to invest right now. Given what you know about the latest trends in markets, the economy, technology and politics, where would you put that money to get the best return?

Would you try to ride big tech stocks even higher than they’ve been heading this year? Lock in high bond yields while you still can? Avoid risk but sacrifice returns with cash? Each has potential rewards, but also a new set of risks as we enter what looks to be a period of volatility on the back of rate cuts and a presidential election.