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As we enter the midpoint of the decade, investors are asking many of the same questions they did at the start of the 2020s. Can US equities continue their long winning streak? What are the catalysts needed to boost international markets? How will changes in global trade and tariffs affect companies and the economy? And what does it all mean for investment portfolios?
In this wide-ranging Q&A, equity portfolio manager Rob Lovelace offers his view on where markets are headed, how tariffs could impact the global economy, and select investment themes driving his portfolio decisions.
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