Taking a shot at recovery: Why 2021 will be the year of the vaccine and not the virus
Block out short-term noise for better rewards
Timothy Parton of JP Morgan
Over the past 12 months, the US has faced its fair share of uncertainty, juggling the impact of Covid-19, with its social and economic impacts, alongside a contentious presidential election race.
Yet as active managers, our role is to find US gems which should withstand any market condition, regardless of short-term noise. When looking at the market thematically, Covid-19 has accelerated existing...
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