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What to Own and Avoid in a Changing Environment
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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Investor Implications of Rising Rates
![Investor Implications of Rising Rates](/davissma/images/vid110823/implications-rising-rates.png)
How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets
Watch NowImpact of Inflation & Rising Rates on Portfolio Positioning
![Impact of Inflation & Rising Rates on Portfolio Positioning](/davissma/images/vid22422/impact-inflation.jpg)
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)
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