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Thematic update December 2024

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November was decidedly risk-on after the election, especially for Tech which saw 13 of 17 (76%) themes outperform the S&P 500. The highest returns were in "Trump Trades," led by Blockchain, Bitcoin, and FinTech, all of which were up more than 27% in November. The key will be for momentum to continue after Trump takes office and makes his legislative agenda known.

Ned Davis Research | Thematic | Focus | Monthly

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