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Article20 Jul 2021

Traveling to the post-COVID world: New portfolios for a new economy

In Mid-Year Outlook 2021, we examine our exit from the pandemic and what lies beyond. We highlight the assets that still offer recovery potential even after the strong rally of the last year. But we also explain why these are unlikely to be the investments that lead markets higher in the long term. We thus seek to exploit the trends that will keep reshaping the world beyond COVID.


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