This content is from: Portfolio Growth Stocks Have Been Hit Hard by Rising Rates — But Could Be Saved by a Recession “I would expect growth to outperform over the near term as we start to price in weaker economic growth over the next year or two,” said Guidestone Capital’s David Spika. By Hannah Zhang March 17, 2022
This content is from: Portfolio Cliff Asness: Value Stocks Are More Than Just an Interest-Rate Bet Value stocks are still cheap, even after their recent run-up, according to the AQR co-founder. By Hannah Zhang March 16, 2022
This content is from: Opinion Is a Recession in the U.S. Inevitable? In the Short Term, Probably Not. Real GDP in the first quarter was down for the first time since the beginning of the pandemic, but NDR argues there’s still gas left in the tank. By Veneta Dimitrova May 09, 2022
This content is from: Portfolio Buyout Funds Are Unlikely to Escape Inflation’s Pain Dealmakers have slowly found themselves trapped in an environment in which rising prices pose real threats to the valuations of their target companies. By Hannah Zhang April 14, 2022
