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Current Investment OutlookConcerns about an impaired financial system and the weak economy continue to weigh on investor sentiment. The U.S. economy is teetering on the brink of a consumer-led recession. However, recent actions by the Federal Reserve along with the massive monetary and fiscal stimulus programs are providing some relief to the economy already. We remain underweighted in the Consumer and Health Care sectors while selectively increasing the weighting in Financial Services. We are overweighted in those areas that would benefit from an early resumption in economic growth such as Industrials and Technology.
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