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Thought Leadership

Accepting Average – The likelihood of mediocre future returns
Thought Leadership

Accepting Average – The likelihood of mediocre future returns

Over the last 10+ years, U.S. equity outperformance has been caused by increased profit margins, the accretive impact of share buybacks

03/03/2022
10 Predictions for 2022
Thought Leadership

10 Predictions for 2022

Tug of war between earnings tailwinds and valuation headwinds

01/11/2022
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