Michael Kantro says macro research forecasts which investment traits investors will favor next, from beta and growth to value, margins and leverage. He says his team has tracked call recommendations since 2018 amid warnings on SPX momentum and housing sentiment.
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Michael Kantro says macro research forecasts which investment traits investors will favor next, from beta and growth to value, margins and leverage. He says his team has tracked call recommendations since 2018 amid warnings on SPX momentum and housing sentimen
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