Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)
In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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Investing in a Transitioning Market
The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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