Clean Economy strategy: Growing optimism in equity markets for normalisation as the vaccine rollout continues
Robotech strategy: Corporate guidance are supporting our thesis that 2021 will be a year of recovery
FinTech Strategy: Payment stocks exposed to the re-opening outperform pure “stay-at-home” stocks
Global Thematics strategy: Fiscal stimulus is expected to be associated with areas of the Global Thematics
Longevity Economy strategy: Strategy experienced mixed performance as uncertainty remains over full easing of restrictions
Digital Economy strategy: Despite a rotation into value sectors, the prospects for our companies remain strong
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