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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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What to Own and Avoid in a Changing Environment
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As rates normalize, specific companies attributes may be rewarded or penalized by the markets
Watch NowFinancials: Underappreciated and Undervalued
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Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
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