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In periods of market uncertainty, it can be easy to lose sight of the bigger picture. But these periods can also create opportunities to position for longer-term themes. In J.P. Morgan Asset Management's view, a number of secular trends are centered around the theme of scarcity.

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Secular investment themes: from abundance to scarcity – J.P. Morgan Asset Management

Innovation and change require capital investment, which creates exciting opportunities for long-term, active investors across a variety of sectors.

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