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Ukraine and the Economies of Europe, Asia
Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe
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What to Own and Avoid in a Changing Environment
![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
Watch NowRising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
![Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?](/davissma/images/vid031324/rising-multiples.png)
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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