The writer is founder and chief executive of Trivariate Research
In recent years, the US equity market has been reshaped dramatically by forces ranging from global trade shifts to the rise of AI. Investor strategies need to evolve accordingly.
Some investors might worry about changing their investment approach at the wrong time. But market dynamics have shifted, and ample evidence is in place to conclude that many changes are structural. While there are dozens of examples, here are five themes investors need to pay attention to:
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