K2 CIO Investment Note May 2021
By K2 CIO David Poppenbeek May 2021
David Poppenbeek explores current market valuations, the commodity price surge and inflation concerns for markets. An authentic, true to label investment process is important through the cycle. Now more than ever following the successful and unprecedented global policy stimulus response. The “growth at any price” theme of the past decade looks set to be finally replaced with a more reasonable “growth at reasonable price” (GARP) methodology.
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