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Video: Rotation

In our latest investment update video, SEIA’s Chief Investment Officer, Deron McCoy covers:

  • Hawkish Fed is here. A tighter monetary policy typically destroys longer duration assets—and in equities, that’s Ultra Growth and high valuations.
  • But SMid Cap, Value, and International don’t have valuation issues
  • What’s the best way to get defensive—healthcare!


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