Good Value | Pragmatic Value Investing
Business:Investing
In recent weeks the wheels have been turning on a market rotation as positive news continues to be released regarding the progress of COVID-19 vaccine developments. We now enter 2021 with confidence that it will be a year in which we see a continuing rebound in global economic activity with vaccine adoption acting as the accelerant. So, with this in mind, Antipodes Portfolio Managers Alison Savas and Andrew Baud discuss "reopening beneficiaries" within the beaten-down financials, retail and travel sectors.
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