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Navigating Higher Interest Rates Thumbnail

Navigating Higher Interest Rates

Simon discusses valuation multiple compression and the significant rotation so far this year from expensive to cheaper names. He brings on David Mount to talk about rising interest rates and how they should inform investment portfolio positioning. Simon and David talk about areas of the stock market to favor and fade and ways to navigate a particularly challenging environment for fixed-income investing. Companies mentioned in this episode include USB, PNC, WFC, JNJ, DHR, JPM, and C.

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