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Midcaps, AI, and Apple's New Headset

Barron's Streetwise

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The Future of Equity Exposure

I think there's going to be areas, especially when you look at some of the more innovative parts of the market that you could see higher returns. One area that we really like, especially with all of the buzz around AI, is cybersecurity. I think something else, longevity and health care, something that's actually been a defensive play is in pharmaceuticals and global pharmaceuticals. Do you think it's a good time to put a healthy waiting on pharmaceutical companies for the long term?

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