Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.

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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.

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Russia, Ukraine and Sector-Specific Impacts

While a small economy, Russia is outsized in specific sectors (energy, agriculture, industrial metals) and likely to impact supply/demand dynamics

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Davis SMA