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Beyond the S&P 500 with Paul Baiocchi

Lead-Lag Live

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Navigating Market Challenges: Thematic Investing Insights

This chapter examines the challenges faced by financial advisors in a shifting market landscape, particularly the struggle to outperform traditional benchmarks like the S&P 500. It emphasizes the importance of thematic investing, focusing on emerging trends like electrification and renewable energy, while highlighting the complexities of portfolio construction in this context. Advisors are encouraged to adopt tailored strategies that diversify beyond conventional asset allocation to better navigate the evolving dynamics of the market.

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