The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

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Surprising Growth in Active ETFs (2:30)

Surprising Growth in Active ETFs (2:30)

Widespread adoption of active ETF strategies, as investors reach beyond index investing
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Undervalued & Underappreciated – The Opportunity Today in Select Financials  (4:05)

Undervalued & Underappreciated – The Opportunity Today in Select Financials (4:05)

Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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What to Own and Avoid in a Changing Environment

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 Education
A Market Correction is an Opportunity.
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