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While we are nowhere near out of the woods with COVID-19, there is growing chatter on Wall Street about how to invest once the virus leaves us (hopefully sooner than later). Christopher Smart, chief global strategist and head of the Barings Investment Institute, tells his clients they need to answer three questions before proceeding:
Is COVID-19 over? (Yes). Will next year be ‘normal’ (Yes), and What’s the best way to play the next cycle?” Navigate secular trends that the pandemic has speeded up — technology that will reshape business, rising concern for climate change, and new patterns of living, says Smart.

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