RNC Genter CEO Sees Value in Big Pharma

The video discusses inflation concerns, highlighting its impact on sectors like housing, used cars, and healthcare. It analyzes the FOMC minutes, noting the market's calm reaction and the expectation of low interest rates. The rotation trade is explored, with financials and energy leading, while healthcare and pharma present investment opportunities. The video concludes with the impact of the US dollar on multinational companies, emphasizing currency hedging strategies.

What factors are influencing the rotation trade in the market this year?

What are the characteristics of the healthcare and pharmaceutical stocks mentioned?