The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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What to Own and Avoid in a Changing Environment

What to Own and Avoid in a Changing Environment

As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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Investor Education
A Market Correction is an Opportunity.
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