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This presentation provides a structured review of the year-to-date performance of the 11 S&P 500 sectors compared to the S&P 500. The objectives are to:

a) Interpret the market's evolving message about the underlying economy through observed sector leadership, breadth, and rotation patterns.

b) Identify which sectors currently appear most attractive as potential investment opportunities.

c) Outline a practical investment strategy giving investors a framework for understanding current market and business cycle dynamics and making informed allocation decisions.

Video Length: 00:12:52

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