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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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Why All Financials are Not Created Equal
“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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