The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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