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Equities Role During Periods of Inflation
How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it
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Russia, Ukraine and Sector-Specific Impacts
![Russia, Ukraine and Sector-Specific Impacts](/davissma/images/vid031522/rus-ukr-sector.jpg)
While a small economy, Russia is outsized in specific sectors (energy, agriculture, industrial metals) and likely to impact supply/demand dynamics
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![What to Own and Avoid in a Changing Environment](/davissma/images/vid031324/what-to-own.png)
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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