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Semiconductor Industry Secular and Cyclical Factors

Anastasia Amoroso, iCapital Chief Investment Strategist, explores the secular and cyclical factors driving the semiconductor industry forward in the latest Private Market Pulse segment of Beyond 60/40. Since 2023, semiconductor stocks have been on a tear, with the broad semiconductor index (SOX Index) surging +87%, surpassing the S&P 500's gain of +32% by nearly threefold. Downside protection from a structured note investment is one way to break into the space.

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