Viewpoints

Seeing Inflation and Dealing With It

07.12.2018
As bottom-up quality growth investors, our choices are not generally driven by macro factors such as inflation. But it is important to test the strength of our portfolio against macro challenges. In our latest Viewpoints paper, Sudhir Roc-Sennett evaluates, from a bottom-up perspective, a few areas in which we see inflation and how some companies are equipped to deal with it.

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