A bumpy ride higher for equities
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Stanlib Collective Investments

  Stanlib Collective Investments   Q2 of 2023 | 3 years ago

Gauging a company’s exposure to lingering Covid impacts – and lasting Covid changes – will be an important component of research in 2022. Another important Covid carry-over is that we expect cyclicals to outperform in the first half of the year, especially given expected ongoing economic reopening and above-average GDP growth.


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