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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Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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