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Michael Kantro was voted number one in Portfolio Strategy in the 2026 Extel (Institutional Investor) Americas Research Survey, marking the third consecutive year receiving this distinction.
Kantro expressed gratitude to clients for their continued trust and support, and congratulated others recognized across the macro category.
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Kantro recently noted that the S&P 500 Macro Select index is up about 30% year to date. In a separate analysis, he highlighted that corporate margins are surging due to both cyclical and secular forces. These observations have contributed to his continued recognition in portfolio strategy research.