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September 01, 2020 10:27am
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A Reflation Shock: The Catalyst for Small and Mid Cap Value?

By Jeff Weniger, CFA, Head of Equity Strategy It is an understatement to say that 2020 was tough for value investors. Stocks in the Energy, Materials and yield-sensitive Financials sectors were left wanting last year. That meant pain for reflation-heavy small– and mid-cap stocks, owing to...
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