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Strained geopolitical relationships and overextended supply lines are leading to a trend of relocating critical business operations.
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Dr Ivo Kovachev
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Stephen Lew
Disclaimer
The views expressed are those of the portfolio managers as of January 2023 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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