We have entered a new investment order. The Covid-19 pandemic has
accelerated profound shifts in how economies and societies operate. We
see transformations across sustainability, inequality, geopolitics and
macro policy. This is reflected in our 2021 investment themes: The new
nominal, Globalization rewired and Turbocharged transformations. The
new investment order is still evolving, and investors will need to adapt.
Yet the features are becoming clear, and we believe this calls for a
fundamental rethink of portfolio allocations – starting now.

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