As markets eye a potential year-end grind higher, driven by rising confidence in coming rate cuts, Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital unpacks what this shifting macro backdrop really means for investors. The conversation dives into the rotation toward healthcare and consumer names and why these sectors are seeing renewed attention as growth broadens out. We also tackle the big question on many portfolios: what should investors do if they are still heavily weighted in mega-cap tech?

As markets eye a potential year-end grind higher, driven by rising confidence in coming rate cuts, Shane Oliver, Chief Economist &amp; Head of Investment Strategy, AMP Capital&nbsp;unpacks what this shifting macro backdrop really means for investors. The conversation dives into the rotation toward healthcare and consumer names and why these sectors are seeing renewed attention as growth broadens out. We also tackle the big question on many portfolios: what should investors do if they are still heavily weighted in mega-cap tech?

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.