The future is running at us. The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability.

This is fundamentally reshaping the investment landscape and will be key to investor outcomes.

Our three new investment themes – Activity restart, Policy revolution and Real resilience – are meant to reflect the rapidly changing world. The most important action investors need to take today, in our view, is to review their strategic asset allocation to ensure portfolios are resilient to the supercharged trends.

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