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Model Portfolio – Sustainability: The Silent Rotation in Stock Markets

After the yield increase in the bond markets, equity investors are switching from expensive cyclical stocks to those with strong cash flows. This also leads to changes in the model portfolio Sustainability.

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Model Portfolio – Sustainability: The Silent Rotation in Stock Markets

We haven't written up this one. Handelsblatt has the full story — the link below goes straight to it.

Read the original at handelsblatt.com →

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