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Ukraine and the Economies of Europe, Asia
Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe
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The Easy Money Era – Who Was Hurt
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The long period of low interest rates punished companies who were succeeding by traditional measures
Watch NowChris Davis on a Portfolio Well Suited to a Market in Transition
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The Davis Large Cap Portfolio is benefitting as investors refocus on business fundamentals, growth and valuations – and remains significantly undervalued despite its attractive recent returns.
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