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Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change

Equity markets look likely to slow their temp of growth, and maybe pullback. The US infrastructure bill passed. We discuss firms that will initially see inflows from increased spending, such as engineering, construction, and materials companies. Climate change offers emerging markets both headwinds and opportunities for growth. Looking at various statistics, the road ahead is very difficult and needs to be moved along quickly. Is there time and how will developed markets participate?

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