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CIO perspectives: Five contrarian questions for US equities

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Learning: Unstructured

US equities remain central to a well-balanced portfolio. But after a year of strong returns, what is the case for US equities in 2021 and can investors find better returns elsewhere? In this CIO perspective Matthew Beesley challenges Artemis’ US equities manager, Cormac Weldon, with five reasons why investors might allocate elsewhere.