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CIO Weekly – Featuring Isaac Poole of Oreana

This week: Oreana: Rotation into cyclicals and value stocks will persist; BNP Paribas: Not all EMs are turning out to be equal; UBS Chief Investment Office: Rotation into value to continue with US financials poised to benefit Oreana: Rotation into cyclicals and value stocks will persist Risk assets have continued their rebound despite periodic pullbacks that have gathered pace in…

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