Stocks (^DJI, ^IXIC, ^GSPC) are wavering as markets enter October. Invesco portfolio manager Ben Gutteridge joins Wealth! to discuss his outlook on markets during this period.

Gutteridge emphasizes that investors should "always brace themselves" for potential volatility, stating, "That's the price of entry into equity markets." However, he notes that the markets have solid fundamentals, with resilient growth, cooling inflation, a stable job market, and potential Federal Reserve rate cuts. He adds that volatility is "a really healthy underpinning" for stock market growth moving forward.

In this environment, Gutteridge advises that investors should lean towards plays within "the infrastructure to support an AI rollout." He predicts that these investments will "continue to be the leaders within the technology sector over sort of 12-18 months."

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