Recessions have many reasons, including being a Watershed moment between the end and the beginning of new investment themes.

This upcoming Recession would end the 13 years of reigning supreme by the US technology stocks and would, almost certainly, open the gateways to the era of Emerging Markets and Value stocks.

Algerian midcaps anyone?

Recessions have many reasons, including being a Watershed moment between the end and the beginning of new investment themes.

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