(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Investors are focused ways to play the health care sector and diversifying away from tech as the market hits new highs. ‘Worldwide Exchange’ pick: Thermo Fisher (TMO) Sarat Sethi of DCLA sees big upside in Thermo Fisher , a health care equipment and software maker that has underperformed due in part to a negative tariff impact and economic uncertainty. “What you are seeing is their demand is coming back from biotech and healthcare companies, they still have low demand from government and education and as that comes back, this is one of the world class companies you want to have in your portfolio,” said Sethi. He added that a U.S.-China trade deal is another tailwind that he does not believe is priced into the stock. The Fed and the dollar Phil Streible of Blue Line Futures is bullish on the U.S. dollar going into the Federal Reserve policy announcement at 2 p.m. ET. The central bank is expected to lower its benchmark rate by 25 basis points. “The dollar index is going through this trade transition,” Streible said. “A lot of this was expected, these aggressive interest rate cuts were happening that’s why we saw all that dollar weakness. It became a crowded trade and no the dollar is starting to turn back higher.” The dollar index has risen nearly 1% over the last month but is still down nearly 9% year to date. Streible believes trade deals could be another tail wind for the dollar, potentially increasing the need for foreign governments to hold dollars to buy U.S. assets like China buying U.S. soybeans for the first time this year. New money: Increase holdings outside of tech Tiffany McGhee of Pivotal Advisors said that, with the market trading at all time highs, it’s time for investors to diversify by putting new money in real assets and higher yield fixed income. “If you have a truly diversified portfolio you don’t have to worry about guessing what’s coming up or what Washington is doing or what the Fed is doing,” said McGhee. “I would be looking at high yield (bonds)… infrastructure, minerals, real estate, real assets.” She added accredited investors should look to further diversity with investments in private equity and private credit. ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )
