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The broad stock runup in the first half of 2013 was a boon to ClearBridge Aggressive Growth, and comanager Evan Bauman says that the fund is well-positioned for the market going forward.
Health-care stocks are on a tear as demand slowly returns.
Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.
With two years of stellar returns behind us, our expectations for 2013 are more muted, but some opportunities persist.