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Russia, Ukraine and Sector-Specific Impacts
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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Investor Implications of Rising Rates
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How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets
Watch NowChris Davis on a Portfolio Well Suited to a Market in Transition
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The Davis Large Cap Portfolio is benefitting as investors refocus on business fundamentals, growth and valuations – and remains significantly undervalued despite its attractive recent returns.
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