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“Playing the residuals” is a better approach than trying to figure out the winning strategy, Arnim Holzer posits. He discusses sectors like utilities and financials and turns attention towards international strategies. He thinks U.S. currency will “continue to underperform,” but not in the same way. He talks about diversification and how to play potential Fed moves this year.

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Arnim Holzer on ‘Playing the Residuals’ in an Uncertain Market

Schwab Network

Arnim Holzer on ‘Playing the Residuals’ in an Uncertain Market