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How Smart Money Is Positioning For the 2026 Rotation

March 4, 2026
in Trade Tube
Reading Time: 1 min read
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Brian Levitt, Chief Global Market Strategist at Invesco reveals which pullbacks are worth buying now and why cyclical sectors, mid‑caps, and non‑U.S. markets may lead the next move higher.

00:00 Introduction
00:10 New Highs Outlook
00:41 Return Expectations This Year
01:09 Fundamentals Behind the Rally
02:31 Tech Underperformance Outlook
03:25 Buying the SaaS Pullback
04:05 Magnificent Seven Outlook
05:19 Where to Put Money to Work
06:15 Non-U.S. Opportunities
06:53 Preferred Sectors
07:41 Dow vs. S&P Leadership
08:16 Buying the Dip Strategy
08:46 What to Avoid
09:31 Crypto View
09:50 Path to Dow 60,000
10:25 Rapid Fire: This or That

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