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Portfolio Watch: Stay Composed—The Trump Trade Is Still ON

195 Views18 Nov 2024 12:10
Happy Friday and welcome to our weekly Portfolio Watch. Many have been puzzled by the weakness in US markets towards the end of the week, with...
What is covered in the Full Insight:
  • Introduction to the Portfolio Watch
  • Analysis of Trump Trade Dynamics
  • Institutional Rebalancing and Market Impacts
  • Prospects in the Energy and Pharmaceutical Sectors
  • Portfolio Overview and Strategic Positioning
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