How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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