Yahoo TV

Stocks are in positive territory as interest rates begin to ease following the Federal Reserve's rate cut last week. To discuss market opportunities amid this new era of lower rates, F/m Investments Senior Portfolio Manager Dan Skubiz joins Wealth!

Skubiz notes the Federal Reserve rate cut implemented was not meant to prevent a recession or an excessive slowdown, but instead reflects "the belief that they think they won the inflation war." He observes that the positive market reaction to the Fed rate cut "raises the opportunity for a soft landing."

Skubiz highlights three areas investors should consider amid this market dynamic: data infrastructure, re-shoring, and housing sectors—which he says have "better opportunities."

"The thing that everybody's watching is employment data and I think as long as employment holds up the chances of a soft landing goes up more. And I think in that kind of environment the market's gonna be more risk on and investors are gonna have a better opportunity to make money," he tells Yahoo Finance.

For more expert insight and the latest market action, click here to watch this full episode of Wealth!

This post was written by Angel Smith