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Technology Momentum Rolling Over Thumbnail

Technology Momentum Rolling Over

Simon discusses the recent rolling over of many Technology names and how, in general, relative performance has been ebbing for a year. He looks at the broader implications of this and whether Growth, dominated by the Technology names, could be set for a multi-year period of underperformance vs. Value. He highlights LHX as a "growthier" name at an attractive valuation. 


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