Closing Bell Overtime: Big Win for the Bulls? 2/3/23
Closing Bell
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Emerging Markets Doing Better Than US Stocks This Year
The rally has been based on two key macro developments: China reopening and better weather out of Europe. We can't own more cyclical assets in the face of a recession that's going to be driven by something that investors are really underestimating, says Segal. "We want to own higher quality assets, more defensive assets," he adds.
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