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This week we are sending you a sector chart pack. In the front section of the chart pack, we review February’s performance, take stock of the recent macroeconomic developments, and examine whether market rotation will continue. We also review whether the US valuation premium relative to Europe is justified.
Investigación BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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