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Seeing opportunities in changing trade patterns
Capital Group says many parts of digital economy, for example, are not captured in traditional metrics of international trade and GDP.
Capital Group Companies vice-chairman and portfolio manager Robert Lovelace says "by focusing on companies bottom up, we can see trends before they show in statistics".
PHOTO: CAPITAL GROUP
WHO wins or loses in today's escalating trade conflict? The answer, as Capital Group Companies vice-chairman and portfolio manager Robert Lovelace sees it, isn't as straightforward as picking a country or any country at all.
The group's flagship New Perspective Fund sets out to examine...
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