Spotting Trends: 3 Sector Signals

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Although the world has slowly started to reopen, it’s clear that the pandemic will have a long-lasting impact on how we live – resulting in systemic secular trends. However, over the course of the next few months, some of these trends may be subsumed by the macro risks emanating from the US presidential election. In the near term, some sectors may benefit more than others from being perceived policy beneficiaries of the election outcome, regardless of how they correspond to the societal sea change we are witnessing.

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