As markets eye a potential year-end grind higher, driven by rising confidence in coming rate cuts, Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital unpacks what this shifting macro backdrop really means for investors. The conversation dives into the rotation toward healthcare and consumer names and why these sectors are seeing renewed attention as growth broadens out. We also tackle the big question on many portfolios: what should investors do if they are still heavily weighted in mega-cap tech?

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Phan Vee Leung, CIO of TrackRecord unpacks the market’s fourth straight day of gains as the Dow, S&P 500 and Nasdaq all push higher ahead of the Thanksgiving break. Tech once again steals the spotlight, with Oracle rallying on renewed bullish conviction, Nvidia rebounding from its recent dip, and Microsoft extending its climb - fueling a broader narrative around AI-driven market strength. He also explores the steady uptrend in gold and what it signals for investors navigating an evolving macro landscape.

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U.S. markets staged a strong turnaround on Tuesday, as traders digested expectations of a December Fed rate cut and the evolving AI trade. Laila Pence, President of Pence Wealth Management, shares her perspective on what drove the latest market session, why she remains positive despite headline volatility, and what investors should watch as 2025 draws to a close.

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