Surveillance: Subramanian Lifts S&P 500 Target
Bloomberg Surveillance
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The Future of Tech: How to Shorten Duration Risk
The recession that we're heading into isn't that bad. We are at a point where cyclical sectors have actually become higher quality. What some of these companies are doing is acknowledging that they're too big to grow as quickly. So they're returning cash and shortening their duration. I think that's the way that we can start investing in big tech again.
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