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We think that the rotation in the stock market will continue

While the recent rise in the yields of US 10-year TIPS has probably contributed to the renewed rotation in the US stock market, in our view other factors – like vaccination progress and economies re-opening – are likely to be more important drivers of the rotation in the future. So, even though we expect US yields will not rise much further in the coming quarters, we think that the equity rotation will go further.

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