Avery Sheffield Joins CNBC’s Closing Bell to Discuss Market Dynamics and Cyclical Opportunities
On CNBC’s Closing Bell, Avery Sheffield, Co-Founder, Chief Investment Officer and Senior Portfolio Manager at Rockefeller Asset Management’s VantageRock, shared her perspective on the dynamics driving equity markets today, noting that, despite resilience, some stocks may be vulnerable due to overly optimistic expectations around rate cuts, economic strength, and AI-driven growth. In contrast, inexpensive cyclicals may present an opportunity for investors. She also noted signs of market rotation, with momentum stocks beginning to soften and less expensive names gaining traction.
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