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| Dear voornaam, |
| 10 investment themes for 2022 and beyond |
From the conflict in Ukraine to high inflation and rising interest rates, the future seems as uncertain as ever, leaving investors looking for guidance. To put this challenging environment into perspective and help investors find opportunities amidst the chaos, our investment team has taken a step back to consider the
long-term trends driving companies and markets. |
| Offering reassurance that the future still looks positive for long-term investors, we share 10 investment themes shaping the investment landscape in 2022 and beyond: |
| 1. | Pricing power | | 2. | Tech trifecta | | 3. | Dividend comeback | | 4. | Health care innovation | | 5. | Transportation transformation | | 6. | China challenges and opportunities | | 7. | Media disruption | | 8. | Future of financials | | 9. | ESG everywhere | | 10. | Flexible fixed income |
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| | | | | | 10 Investment Themes for 2022 and Beyond | | |
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