Larry Berman: Consider buying the dip with this ETF

When Donald Trump became U.S. president in 2017, we likely hit a peak in globalization. These structural trends are measured years and decades.

These structural trends are measured years and decades. The China-U.S. tech-driven battle started long before COVID-19 and Russia’s invasion of Ukraine ravaged the world’s supply chains.

We often get questions about getting growth into portfolios without the obvious (but expensive) technology sector. We have suggested that consumer and industrial cyclicals are good areas to consider, or companies that benefit from less globalization.