As we emerge from the Covid-19 shock, we expect market developments to eventually become more complex. In the next few weeks, the easy part of a post Covid-19 recovery will be over and by then credit and equity will be far more expensive. As we move to the next phase, we suggest adding flexible solutions to rapidly re-allocate capital either via a portfolio manager or an automated solution. Two secular themes though remain: 1) An economic rebound in China spreading to Asia Pacific, and 2) The ESG theme, which is increasingly becoming a core priority for investors, both young and old.
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