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Conference Call | January 2021

What Matters Now: Turning Secular Trends into High Conviction Ideas

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September 2023
What Matters Now: Déjà Vu All Over Again: The 1970s or The 1920s
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What Matters Now: The Fitch Downgrade, Geopolitics, and the 2024 Election
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What Matters Now: Today’s Turbulence Requires a Fresh Investment Approach
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