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The End of Easy Beta: Navigating a Market That Demands Selectivity
The Macro View: A More Selective Market Emerges By David Miller, Co-Founder and Chief Investment Officer, Catalyst Capital Advisors LLC and Rational Advisors, Inc. Macro Outlook The market is entering a period where macro, not momentum, is, in our opinion, likely to drive returns. A big issue is that investors are now trying to handicap […]
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