The U.S. equity market continued to rally in early 2024, even as the latest inflation data and the economy’s resilience prompted the U.S. Federal Reserve to dampen expectations for a full-fledged pivot to an aggressive rate-cutting stance through year end. What’s an investor to do in this highly uncertain environment? Matthew D. Miskin, CFA, co-chief investment strategist at John Hancock Investment Management, joins the podcast to assess where the most attractive equity opportunities lie while also gauging current risks. Matt explains why he continues to see strong potential in semiconductor companies and other technology stocks despite their lofty valuations. He also warns about the risks for equity investors should the flow of economic data cause the Fed to once again embrace a hawkish stance on rates. Finally, Matt assesses the latest quarterly earnings season, cost-cutting initiatives that may enhance profit margins but could hurt long-term growth, and the challenges that advisors and investors face in putting cash to work in today’s markets.