Fiona Harris
speaker
273 appearances
1 recordings
1 series
first heard Aug 2026
last heard 6 Aug
Fiona Harris’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
What's underneath the surface of the funds or the ETFs they're buying today is really, really important because you've got higher correlations, as we just talked about, value and growth, right?
Higher correlations to certain trends.
So you've got to be careful because I think one,
You really want to make sure you're diversified.
That's really, really important.
And diversified doesn't mean owning an AI name in tech and an AI name in industrials and an AI name in healthcare, right?
You want a broader diversification than that.
And so when we're building portfolios, one, we're thinking about managing risk.
Really important to have that diversification.
And two, you're absolutely right.
It's on a stock-by-stock basis.
When we look at the marketplace, yeah, healthcare hasn't caught a bid in about five years.
Right.
Unless you've been a GLP-1 drug, the market hasn't really been enamored with you.
And there's been lots of things that the market has had to work through in regards to health care regulations, drug pricing, where we're going as we look forward.
And so when we look at these companies, there's definitely some great potential out there.
Some of those big pharma names that have been left behind.
How do we make ourselves more efficient, more effective, you know, streamlining businesses to get back to that growth phase?
There's a lot of that happening underneath the surface.
And I think there's great opportunities.
Showing 181–200 of 273 · page 10 of 14
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