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For the past two years, the U.S. equity market has been dominated by the AI wave and the strong performance of the “Magnificent 7” companies. Christopher Gannatti analyzes the potential shift in investment trends following the presidential debate and the implications for diversification and value investing.
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After a strong start to the year, markets entered the second quarter weighted by increasing inflation worries. Pierre Debru reviews how equity factors behaved in the second quarter of 2024 and how investors’ portfolios were impacted as a result.
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