KESG - Single-Country Allocation: Viewing The Opportunity Through Three Lenses

• Globally, vaccine approvals are providing a much-needed light at the end the tunnel, helping both consumers and business envision a return to normal.
• In the US, after unprecedented legal challenges following last year's presidential election, the new administration is ushering in new policies in order to reshape the economy and improve foreign relations, especially in China where tensions have been running high due to friction over trade tariffs and technology.
• Structural changes are shifts that are still in the early innings and have a more enduring impact on the economy.

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