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MARKET UPDATE

Macro environment: Plotting the course for 2021

By David Royal, Chief Investment Officer | Steve Lowe, VP, Fixed-Income | 02/09/2021

03/05/2021

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David Royal, Chief Investment Officer for Thrivent and Mark Simenstad, Chief Investment Strategist for Thrivent Asset Management discuss equity vs. fixed-income, rotation into cyclical stocks, and how Thrivent Asset Management approaches tactical allocation.

David Royal, CFA
Chief Investment Officer
Mark Simenstad, CFA
Chief Investment Strategist

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