Headwinds turn to tailwinds in US recovery

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  • 06 mins 36 secs
Andrew Holliman and Richard Wilson, Co-manager's of the Polar Capital North American Fund look five years ahead in their thoughts on investing in North America and explain why they will look so different to the past five. They assess how recovery and headwinds/tailwinds will mean different things to different businesses as well as how a changing inflationary environment could potentially influence their pricing power, valuations, and growth in the coming half-decade.


Polar Capital