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Article: Back to the Future of “Higher for Longer” Rates
Fixed Income Perspectives

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates.

November 21, 2024

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Tips for Winning the NFL Draft and Small Cap Investing

April 23, 2024
Not all college stars successfully transition to the pros, just like not all small companies grow. How should NFL teams and small cap managers approach their selections to increase the odds of winning?

Excess capital yield: A better framework for value investing

April 18, 2024
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
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