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Why Value (Still)

Some investors may have anticipated a big year for the value premium in 2023 given the historic weak stretch from July 2017 to June 2020 and subsequent bounce-back leading up through the end of 2022.

Markets & Economy
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Midyear Review: Staying Focused as Markets Shift

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate. Those with diversified portfolios of equities and fixed income were in a good position to benefit from both assets’ advances at the year’s midway point, a welcome turn from last year’s broad declines.

Markets & Economy