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David Lin: The Best and Worst Stock Market Sectors in Slowing Economy


In a recent interview with David Lin, Chris Retzler, Portfolio Manager at Needham Asset Management, shared his insights on the best sectors to be positioned in despite the economy showing signs of slowing down. In conclusion, while the economy may be showing signs of slowing down, there are still opportunities for investors to generate attractive risk-adjusted returns. By focusing on sectors such as healthcare and technology and individual companies with strong balance sheets, robust free cash flow, and the ability to increase dividends, investors can position themselves for long-term success. Additionally, incorporating ESG factors into investment decisions can help mitigate…

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