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The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate and is transforming macroeconomic policy, geopolitics and sustainability. The traditional business cycle playbook does not apply to the pandemic and as this new investment order evolves, investors are returning to the drawing board to identify the key drivers of change. Portfolios must now reflect the new role of developed market bonds given falls in real yields, the realities of an increasingly bipolar US-China world order and the growing investor appetite for sustainable assets.