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Corporate Political Activity And Markets In 2022

Bloomberg Intelligence

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Equity Investors, Where Do I Want to Be in This Equity Market?

An kati: One of the things equity investors are trying to grapple with now is, where do i want to be in this equity market? She says you don't need to pick a team here. Oh, you cauld have all the players on the field. An kati: We see sort of an it spending supercycle coming. The one thing i will add, paul tois,  it's probably not a bad time for investors to put some defensive names in their portfolio.

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