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Investment Strategy Commentary

 
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  SUMMARY
  • New environment: rising rates, U.S. equity outperformance, sector rotation
  • Thinking strategically: assess the short-term cyclical change with caution
  • We remain overweight to U.S. equities, high yield, and natural resources
Keywords:
Election2016, Northern Trust Asset Management, Jim McDonald, Investment Strategy Commentary, Market Commentary, Investment Commentary
Has the Whole World Changed?
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