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Aviva Investors

Aviva Investors House View Q1 2022

Virtual

Aviva Investors Above-trend growth, COVID-19, stubbornly high inflation, easing of emergency policy measures and climate change combine to create a heady cocktail of macro themes. Supply chain snarl-ups and China's new reorientation from an export powerhouse to a consumption-driven technology leader are also big themes to consider. Join Michael Grady, Head of Investment Strategy and...