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Net-Zero Carbon Movement By 2050 has Inflationary Implications

"Investors are better served with a more value-centric approach. Value outperforms growth in in inflationary and higher interest rate environment. Have a material weighting in commodities and resource-centric companies. Inflationary forces will remain elevated. Covid-era near sourcing of supply chains will add to pressures. Environmental movement towards net-zero carbon by 2050 has inflationary implications," says Peter Klein.

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