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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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Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
Watch NowInvestment Themes We’re Focusing On Today.
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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