Bloomberg Surveillance · Thursday, July 16, 2026
Rayham Mitrid, from Kell on Family Office, suggests a shift away from tech and into areas like small caps, emerging markets, and value stocks. He believes high-quality companies that have been overlooked offer opportunities for rotation and continued market growth.
“So we're moving into areas like small caps, emerging markets, shifting into value.”
“I mean, looking across sectors, there's more of a than a thirty percent differential between the best performing sector and the SMP and the worst right now.”
“So there are a lot of parts of the market that are high quality companies that have really been left behind, and we do think there's opportunity for some of that rotation to continue.”