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Managing Your Money: How to Position For the Market's Next Phase

Barron's Live

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Thematic Strategies to Rebalance Your Client's Worries

Lee: Rather than buy-a-hold a static group of companies today, I would definitely encourage listeners to invest in thematic strategies that will continually rebalance toward those companies that are gaining share. And then for those more aspirational, longer-term, it's less about picking individual winners from each other now, but it's more about betting on a specific area like genomics that that's going to be a bigger field in 15 years.

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