Despite the dislocation caused by the pandemic in the past year, risk markets are in record territory, buoyed by very significant monetary and fiscal stimulus. While the advent of a Covid vaccine is undoubtedly good news, there are vulnerabilities and risks in the global economy that will not disappear with herd immunity. The world will be a different place when we are no longer required to don masks. Understanding these changes will be key to successful long-term investing.
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