In publishing Perspectives we have a straightforward editorial guideline: ensure the narrative and opinions relate to our investment philosophy, our process and/or our portfolios; and depending on the topic, give our readers actionable take-aways. Our goal is to shed some light on how and why we come to our conclusions, and hopefully impart a sense of our consistent analytical framework. This letter is a “Special Issue,” of sorts, in so far as we cast a wide net over a number of topics – each of which we could expound into an entire newsletter. We shall continue to share with you our thoughts on these topics as developments unfold.

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