As economies reopen following months of disruption, economic uncertainty remains.
Interest rate rises loom, China's economy slows, and concerns grow about mounting inflation. Headlines also warn of perfect storms, black swans, and bottlenecks. While disruption to global supply-chains is serious, the news stories bely the recovery of sectors worst affected by Covid-19: sports, hospitality, and entertainment. Hotspots within these sectors present attractive opportunities for investors to start positions in solid structural winners during a moment of short-term weakness. The 'empowered consumer' investment theme offers a way to identify these opportunities, as...
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