Bloomberg Surveillance: Microsoft, OpenAI and Sam Altman
Bloomberg Surveillance
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Crossmark strategy for reallocating and rebalancing investments
In this chapter, Victoria Fernandez discusses the Crossmark strategy for reallocating and rebalancing investments for the next year. They emphasize the importance of diversification and readiness due to anticipated market volatility, and mention adding exposure to energy and healthcare sectors. They also address misconceptions about rate cuts and caution against overly optimistic outlook for lower rates and strong equity performance.
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