The long period of low interest rates punished companies who were succeeding by traditional measures
Related Videos
The Danger of Overly Aggressive Growth Assumptions (1:39)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:21)
In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying