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Is the Long Term Bull Market Still Intact?
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
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Looking Past the Headlines to Uncover Investment Opportunities in China
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How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
Watch NowThe Easy Money Era – Who Was Hurt
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The long period of low interest rates punished companies who were succeeding by traditional measures
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