Nicole Webb: Digitalization Is The Largest Trend

<p>Are there still areas of value in the markets? According to Nicole Webb, the inflation story is getting more interesting with the small-cap rotation being on pause. She also says that digitalization is the largest trend, and she is really focused on allocation of diversification. And finally, Nicole provides her stocks to watch - AMZN, BABA, FDX, UPS, TSM, and BP.</p>