Surveillance: Peterson on Jobless Claims Drop
Bloomberg Surveillance
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The Leadership of the Next Cycle
We do think that leadership in this next cycle is going to look different than it did in the last. We're more focused on some real economy sectors, but complementing those exposures with these innovations like artificial intelligence. And we're seeing that in other areas beyond just large cap equities,. Think US mid caps, think international equities and also complementing that equity risk exposure with a core bond duration position.
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