Excess Returns  cover image

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

Excess Returns

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Navigating Investment Challenges

This chapter explores the complexities of current market sentiments among investors, stressing the need for broader performance beyond large-cap tech stocks. It highlights potential opportunities in the financial and healthcare sectors while addressing risks like tariffs and their impacts on earnings. The discussion also emphasizes the significance of international diversification to enhance portfolio stability and cyclical exposure.

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