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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Navigating Today’s Volatility (3:52)
Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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