Alex Crooke, Co-Head of Equities – EMEA & Asia Pacific discusses which themes matter most as economies reopen around the globe and green momentum builds.

Key Takeaways

  • Rather than viewing recent market developments as purely a “growth” versus “value” play, we believe investors should look deeper at the drivers and assess how sectors will fare as economies open up.
  • Key drivers include green initiatives, with transport, particularly electric vehicles and their components, being an area of interest.
  • Separately, health care remains in focus as it continues to evolve in the COVID-reshaped world.

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