The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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The Bursting of the Speculative Bubble
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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