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January 14, 2020

Fundamentals declined but assets class performance was strong in 2019. Is that scenario about to flip in 2020?

2019 was an impressive year for financial assets with major U.S. and international equity and fixed income indexes posting double digit returns. Source: Bloomberg. The key to success in 2019 in the equity markets was to be overweight technology related companies as the Information Technology and Communication Services industries were two of the three areas...
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