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The Fed, ETFs, Supply Chain, and Eli Lilly

Bloomberg Intelligence

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How to Avoid the Mega Caps

Timothy Stanley: Are there sectors where you're saying to your clients, let's put some chips on the table here? He says fixed income is one area that just doesn't look like they make sense. Some of the mega caps look a little expensive and may not be worth overweighting for investors. But otherwise, he thinks getting exposure in most broad asset classes such as real estate would work well.

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