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As investors adjust for a potential style rotation, we urge them not to abandon their portfolios’ “quality compounders” and “transition winners.” Following the shock of the coronavirus crisis, there is a lot of talk of “early-cycle” economic dynamics: higher GDP growth, inflation and interest rates, and revived animal spirits.

2 February 2021, by Alex Zuiderwijk , Hendrik-Jan Boer , Jeroen Brand

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