“The U.S. market is set for another good year,” says Chris Watling. He likes cyclicals as the market is rotating but sees nervousness short-term amid market “greed.” However, he notes that midterm election years tend to be the worst for markets in the election cycle. He also discusses how the “bottom half” of the U.S. economy is struggling, with gains driven by fiscal stimulus from the Biden administration and the AI boom. He points to some opportunities abroad, including in Greece.