Rate accompli: Are rising interest rates bad for all assets?
Many Happy Returns
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Is the Long End of the Curve Increasing So Fast?
Value should in theory outperform growth because of the fact their revenues are coming in sooner. We've said that maybe quality will outperform junk. What about sectors are there sectors which typically do better with rising rates? The one everyone talks about is banks and financials. And when we're looking at stocks in this rising interest rate environment.
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