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Preparing for Year-End Markets: Balancing Risk, Rates, and Opportunity
What should investors be watching as we approach year-end, and how should changing interest rates, market concentration, and uncertainty about future economic growth influence the way we think about portfolios?On this episode of Something More with Chris Boyd, Chris is joined by senior portfolio manager Brian Regan, CFA, MBA, for a timely discussion about the forces shaping today's markets. They examine the significant move higher in interest rates, the extraordinary influence of AI-related and semiconductor stocks, and why those developments prompted the AMR team to reduce some of its…
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