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Cyclical Rotation from High Beta to Quality Stocks

Cyclical Rotation from High Beta to Quality Stocks

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À propos de cet audio

Topics Covered:

  • High-beta vs. low-volatility stock performance
  • Why narrow market breadth can lead to leadership shifts
  • Signs of improving fundamentals after a mild earnings recession
  • The impact of new small-business tax cuts on growth and jobs
  • The case for quality stocks in a late-cycle environment
  • Global opportunities in value and emerging-market equities

Key Takeaway:
Rotation and selectivity — not just momentum — will shape the next leg of this market.

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