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Be aware of macroeconomics, but remain focused on long-term fundamentals, says Dustin Haygood of Aristotle Capital Management.
North America is well placed as consumers and corporations alike put the pandemic in the rear-view mirror
Portfolio manager Aylon Ben-Shlomo offers his view of where to find value, the importance of market catalysts, and why he’s not a big believer in the typical screening process
Financial sector looks attractive to portfolio advisor Aylon Ben-Shlomo of Aristotle Capital Management
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