NASDAQ just hit a new record high. Despite high oil prices, Brompton CIO Laura Lau says earnings are what’s powering the S&P 500 – up roughly 30% year-over-year last season, a pace unheard of outside a recession.
Her picks to watch: financials, benefiting from high rates and rising loan growth, and AI infrastructure, where years-long supply chain backlogs are handing providers real pricing power.
