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Management charge 0.15%
Close to 'full bull'
CPI expected to be 1.3% in 2021
No V-shaped recovery
Joins from Voya Investment Management
Expect 'frothiness' in tech share prices
Long tech and growth most crowded trade ever
Just 10% of investors anticipate V-shaped recovery
S&P 500 showing signs of a comeback despite crisis
Price target raised by 50%
