Nomura's Caruso: Supply chain, high yields and market volatility are opportunities

Anthony Caruso, head of ETFs and product strategy at Nomura Asset Management International, says that while artificial intelligence is driving the market, it is also creating opportunities through its struggles, whether that is by punishing companies in industries like software, or forcing capital expenditures and more. He notes that there are strategies in playing the tight supply chains, particularly if investors are willing to consider emerging markets investments. Atthe same time, Caruso — who does not have recession in his outlook for the next year — says that with interest rates higher for longer, investors should take advantage of fixed-income to balance out a portfolio and help them ride out the volatility story. Paula Fleming, chief marketing officer for the Better Business Bureau of Eastern Massachusetts, Maine, Rhode Island and Vermont, discusses savings strategies and the importance of knowing the rules for special days, weeks and weekends when states rescind their sales tax. There's one of those this coming weekend in Massachusetts — but Fleming notes that about half of all states have had some sort of tax-relief day in the last few years and 20 are holding them in 2026 — and Chuck discusses his shopping strategy and planned purchase to capture the discount on a big expense. In the Market Call, Daniel Dusina, chief investment officer at Blue Chip Partners discusses "unappreciated quality stocks" and how even some big names that have run up still qualify.