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Mar 05 2021

The Discretionary Divide—An Earnings-Season Update

  • Mar 5, 2021

We revisit the great divide that has emerged between companies and entire industries over the course of the past year. The fragmentation is, of course, the result of companies/industries that benefited from the pandemic environment, and those that were adversely affected.


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About The Author

Kristen Perleberg / Sr. Research Analyst & Co-Portfolio Manager