COVID-19 was the main determinant of economic activity and the leading global story for 2020 and most of 2021. How economies around the world restart from the pandemic and thrive in a post-pandemic world will be the story that dominates the investment industry in 2022 and beyond.

This is not yet fully understood, nor has it fully played out, but it will have widespread implications for how portfolios are managed and monitored.

 

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