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SPXT - Investment Strategy Monthly Insights May 2022
ProShares S&P 500 Ex-Technology
Despite these turbulent global markets, we can identify several clear positives across the thematic space.
As a result, we believe that it may be a good time for investors to seek exposure to these themes at the dip while keeping their focus on the long-term drivers.
As this economic cycle continues to mature, investors should consider defensive themes that offer strong hedges against persistent geopolitical risks, like those emanating from Eastern Europe and China.