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Listen "Lazard – Views on the Current Environment"
Episode Synopsis
Louis Florentin-Lee discusses Lazard's view on the current economic environment and portfolio positioning if current conditions remain. Lazard believes that the compounders portfolio should be well-positioned because high-quality businesses (a staple of the compounders portfolios) have pricing power built into their competitive advantages, which in Lazard's view, is a key determinant of maintaining profitability in inflationary environments. (Published: March 2024)
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