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North America: an emerging set of new opportunities
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Considerations
• Investors should consider tilting equity exposures toward small- and mid-sized companies (especially growth) and early cyclicals. These are places to potentially find growth amid an economic slowdown and capture market leadership shifts as the Fed eases.
• We believe this is a moment to lock in current high yields with investmentgrade intermediate maturity bonds.
• Focus on beneficiaries of US-China polarization, including areas of tech and tech-enabled industrial stocks.
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