Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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Tech – The Magnificent 7 and Beyond
Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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