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Best of The Long View: Investing

The Long View

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Is Inflation Easing?

Sarah Katter, the CEO of Causeway Capital Management and manager of Causeway International Value Fund has seen a market cycle or two over the course of her multi decade career running money. She had a very prescient take on the state of inflation and its implications on monetary policy at the time we asked her in the late summer. We'll see the other side of that with a contraction and taking liquidity out of the financial system tends to lead to lower valuations across the board - particularly for long duration stocks.

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