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Sticking With Energy, Swing State Shifts

Sticking With Energy, Swing State Shifts

Update: 2024-04-10
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Two big things you need to know: First, the Energy sector still looks attractive to us, even after its big move in March, and we remain overweight. Second, Trump has lost some momentum in swing state polling, challenging a key assumption of many non-US investors.

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Sticking With Energy, Swing State Shifts

Sticking With Energy, Swing State Shifts

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