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During times like these, seasoned investors know the importance of including value, quality equities in their asset allocations that are likely to benefit from higher inflation.
But the rotation towards value, international, less-expensive markets in a post-pandemic environment is unlikely to be linear, and could be affected by extreme market events. And will likely be characterized by earnings uncertainty calling for an increasing focus on stock-picking and corporate fundamentals.
Download this white paper for expert, timely insight into strategies for rotating toward sectors that should do well during periods of high inflation.
