Stretched Market & Housing, Tech, Consumer Discretionary Sectors

"There are better ways to get returns than simply buying the whole market," says Sean O'Hara. He believes that investors should start looking at places to rotate that are not quite as expensive. His sectors to watch are housing, tech (but not the stay-at-home names), and consumer discretionary. Finally, Sean weighs in on inflation and rising rates that are waging a battle now against the growthiest names.

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Stretched Market & Housing, Tech, Consumer Discretionary Sectors

"There are better ways to get returns than simply buying the whole market," says Sean O'Hara. He believes that investors should start looking at places to rotate that are not quite as expensive. His sectors to watch are housing, tech (but not the stay-at-home names), and consumer discretionary. Finally, Sean weighs in on inflation and rising rates that are waging a battle now against the growthiest names.