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Jim Golan, CFA, partner, and Nancy Aversa, CFA, partner explain why they believe this focus has the potential to create unique alpha opportunities for our clients.
Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.