The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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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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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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What to Own and Avoid in Today’s Market
What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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