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post: Fed’s Powell Tested Positive for Covid-19 Yesterday, Experiencing Symptoms, Working From Home and Staying Away From Others -- Fed Spokesperson
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In our team meetings, we often discuss the shifting sands of the market. Not only is it an interesting topic, but it poses a challenge for asset allocators. We are in the midst of a multi-year outperformance cycle for large-cap growth. The companies that have driven this outperformance have all become household names: Alphabet, Amazon, Apple, Meta, ...