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China reopening supportive, but not enough on its own

Refocusing on company fundamentals favors quality stock picking

“What should be” versus “What is likely to happen”

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The US equity landscape is changing as key characteristics retreat from extremes

Following the pandemic, a collective societal awakening prompted us to reassess our lives both at home and work. The return to normal life left many of us lacking daily motivation and repeatedly posing this one single question.

Refocusing on company fundamentals favors quality stock picking