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Equal-Weight Outperformance, Sector Rotation and Earnings Fuel a Broader Rally

8 min9 juli 2026

Bridgeway Capital Management’s Co-CIO, Elena Khoziaeva, discusses a broadening market rally beyond mega-cap stocks, highlighting strength in small caps, international markets, and key sectors like financials and industrials. She also explains why investors remain focused on earnings despite geopolitical and oil market volatility.


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