The bursting of the easy money bubble marks a huge transition for the markets
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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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The types of companies that may continue to thrive if inflation increases.
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The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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