Implications of the Dispersion between Growth and Value?
How five years of massive outperformance by “Growth” reminds us of previous market cycles: Unrecognized risk in the overvalued, and significant opportunity for those who remember the importance of priceShare Return to Video Archive
Prospectuses and Forms
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Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.Watch Now Watch Now