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Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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Investment Themes We’re Focusing On Today.
![Investment Themes We’re Focusing On Today.](/davissma/images/vid031324/investment-themes.png)
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
Watch NowThe Easy Money Era – Who Was Hurt
![The Easy Money Era – Who Was Hurt](/davissma/images/vid110823/who-hurt.png)
The long period of low interest rates punished companies who were succeeding by traditional measures
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