
Savita Subramanian on Stocks. Plus, Oil and Amazon.
Barron's Streetwise
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Adapting to a Higher Interest Rate Environment
This chapter explores how companies in the S&P 500 have adjusted to higher interest rates by mitigating floating rate risk and focusing on efficiency gains and automation. It discusses the optionality companies have compared to fixed-income, as well as the discrepancy in returns between mega-cap and mid-cap companies.
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