Market's level of risk in the Spring wasn't unprecedented: Strategist
CNBC's Kelly Evans breaks down markets with Mark Smith of UBS Wealth Management and Jeff Krumpelman of Mariner Wealth Advisors. I think there's a broadening out in sector leadership, but I wouldn't move away from tech, says Krumpelman. There's a reason tech should continue to do well. But we also like consumer discretionary stocks like Lululemon and Target, and health care, and believe that a nice balance between growth and value is appropriate.
Tue, Sep 15 20202:10 PM EDT