US Markets Wrap: GoalVest CEO Interview

2/10/2025

"It's not tech that has outperformed this year. It's actually financials, it's healthcare that are really driving the market. And we're seeing also a rotation not only in sectors, but market cap...not just those mega cap, large cap names...but we are seeing a little bit of a movement in the small cap..."

Sevasti Balafas, CFA, CPWA® CEO of GoalVest Advisory, joined US Markets Wrap to share her insights on how Trump's tariff hike on steel and aluminum is impacting investor sentiment, the rotation from tech to defensive sectors, the outlook for small and mid-cap growth in AI, and the latest employment data.

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