The market has responded positively to the political certainty following this week’s election results, with investors optimistic about policy shifts that could ease regulation.

Penn Mutual Asset Management portfolio manager George Cipolloni joins Wealth! to tackle the best-positioned sectors under a Trump administration, including small caps, banks, and merger opportunities.

However, Cipolloni tells Wealth! Host Brad Smith that areas, like solar stocks, are not going to benefit equally. “We are going to see a divergence,” he said. “Not every company will benefit.”

Cipolloni notes that investors need to also watch over interest rates as balancing growth and inflation will be key for long-term market stability.

To watch more expert insights and analysis on the latest market action, check out more Wealth here.

This post was written by Cindy Mizaku.