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Stick to Your Guns

Simon discusses how the market looks a lot like it did a year ago. Leadership has shifted back to some growth and "stay at home" names that the more economically sensitive names had outperformed in recent months. He advises clients to maintain course and stay invested in light of mostly favorable overall tailwinds. He also makes a case for investing in Europe, the defense sector, and some beaten-up equipment names like CAT.



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