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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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Ukraine and the U.S. Economy
Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains
Watch NowHow does the Current Market Compare to Others?
Examples when attractive stock-picking opportunities could be found in otherwise expensive markets
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