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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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Financials: Underappreciated and Undervalued
Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
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Examples when attractive stock-picking opportunities could be found in otherwise expensive markets
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