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πŸ“ˆ Time to reconsider US growth and value? @Amundi_ENG expects that select quality value stocks that can manage ... through this difficult economic period could benefit as the US and the global economy rebound and inflation returns.

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πŸ“‘@Robeco foresees a protracted period of negative real interest rates, meaning their impact on the relationship ... between economic fundamentals and asset price performance. πŸ’»

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Opportunities and risks in EM debt ahead of 2021 growth recovery