Let's talk markets now with Joe Amato, president and chief investment officer at Newberger Burman, which has $515 billion dollars in assets under management. Joe, great to have you with us. Morning.Good to be here. Obviously, you know, second half there, you you take a look at what you should be doing with your own portfolio and a lot of people are wondering and and what happened yesterday's market was really interesting because it was like July 1 hit and there was just a rotation out of the higher multiple ...

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• Trades we like: ° Large over small caps: Better pricing power and operational efficiency should continue to benefit large caps on a relative basis late in the cycle. Small caps have more economic sensitivity and more rate sensitivity. Given the slowing macro backdrop, a Fed that's on hold and sticky back- end rates, large caps should continue to see relative outperformance. ° Healthcare over Staples for defensive hedges: Large cap healthcare trades at a 4 turn discount to the broader S&P and a 6 turn disc ...

I believe in fundamental analysis and disciplined market research. I have strong quant background with a Ph.D. (Chemical Engineering, University of California, Santa Barbara) in model predictive control and an MBA (Jones School of Business, Rice University). My primary focus is to identify 1) small cap companies with strong fundamentals and growth potential, 2) large cap companies going through temporary set-backs, and 3) stable companies with solid dividend yields and growth potential.Analyst’s Disclosure: ...