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Insights & Manager Commentary

by Craig Love, on February 25, 2021

At a time when equity valuations are within striking distance of record highs, accompanied by pockets of investor euphoria, there is growing concern the recent rise in interest rates could …

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Topics:Manager Commentary

by Craig Love, on February 11, 2021

The market’s relentless march upward has continued into the new year. Despite difficult economic circumstances, stocks continue to be in demand. While the market has gotten expensive in terms of …

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Topics:Manager Commentary