Krawez: “Trees don’t grow to the sky”
Brian Krawez, president of Scharf Investments, recently shared his views on the current market environment in a feature by Olivia Bybel and Citywire Selector. This has been a market dominated by the Mag 7 and mega-cap tech stocks and Brian believes that the other 493 companies in the S&P 500 may be worth considering as monetary policy eases and the Fed is poised to cut interest rates. “You’ve had a very concentrated market. We think this could be sort of a rotation where stock returns in general aren’t as high, but it could be actually better for some of the average stocks.”
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