Tiffany McGhee, CEO and Chief Investment Officer, Pivotal Advisors breaks down why the S&P still has room to run, the case for 7,900–8,200, and the overlooked areas—AI infrastructure, emerging markets, and real assets driving the next leg higher.
00:00:00 Introduction: Tiffany McGhee
00:00:19 Record highs and room to run
00:01:20 S&P 500 price targets
00:01:53 Catalyst requirements for growth
00:03:20 AI enablers and infrastructure
00:04:16 Diversifying into emerging markets
00:06:43 Real asset portfolio exposure
00:07:46 Market timing vs. asset allocation
00:09:32 Strategy for sideline cash
00:11:17 Inflation risks to the rally
00:12:14 Vulnerable sectors to sticky rates
00:13:02 Rapid Fire: This or That game
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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