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On today's Marketplace Roundtable podcast, Andres Cardenal discusses his investing research, a mix of quantitative and fundamental research methods. He keeps a close eye on credit spreads and trends in earnings estimates, concluding that the medium-term outlook is bullish.
One key area of strength is the U.S. technology sector. Not just the big names that have dominated headlines, but individual sectors like software and semiconductors. China, Brazil and other emerging markets are looking good as well,