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The "Trump trade" that primarily lifted small and mid-cap stocks post-election has started to fizzle this January. Why?
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Buckingham shared this breakdown of valuations as of Dec. 31 for the core TPS portfolio and companies of the Russell 3000 Index RUA and the S&P 500, as well as those indexes' value and growth subsets.
In October of 2024 two of Britain’s best known global multi-manager investment trusts came together to form Alliance Witan.