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Inside ETF Strategy: Paul Baiocchi on Market Shifts and Innovation at SS&C ALPS

Lead-Lag Live

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Reassessing REITs: A Contrarian Investment Opportunity

This chapter examines the recent underperformance of Real Estate Investment Trusts (REITs) compared to the broader S&P 500, while highlighting the emergence of specialized categories like data centers and industrial REITs. It urges a reevaluation of REITs from a contrarian investment stance, suggesting their potential for strong returns due to historical value and performance metrics.

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