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Economy

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Investment themes by decade since 1950

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Why invest outside of the US?

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MSCI EAFE value index vs. MSCI EAFE growth index since 1998

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Price/earnings ratio comparison since 2000

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MSCI EAFE value & growth indices

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How five-star funds performed over time

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Does value last year tell us about this year?

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US personal savings rate (average - 1959-2022)

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US and Euro investment grade yields - highs not seen in a decade

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US convertible default rates remain low over long term

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