How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?

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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants

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Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

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A Market Correction is an Opportunity.