We refreshed our Industrial Concentration framework in our June 2021 Thematic report. At the time our US inflation leading indicators were rising sharply while growth leading indicators were at very high levels. The read-across to markets was to retain equity exposure, but tilt towards quality.
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Oligopolies: inflationary winners
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We refreshed our Industrial Concentration framework in our June 2021 Thematic report. At the time our US inflation leading indicators were rising sharply while growth leading indicators were at very high levels. The read-across to markets was to retain equity exposure, but tilt towards quality.