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We made a lot of changes to the Portfolios yesterday as we restructured for a post-pandemic world. You can see the changes in the Strategy piece today. Today we dissect the anatomy of the market rotation that is going on. Very happy to see the vaccine news continuing to drive the same themes today, it looks like yesterday's one day share price pops might just turn into persistent medium term themes as we come out of 2020 and COVID-19 and go into 2021 fully invested, with a vaccine arriving, and Trump and his unstable, unpredictable manipulation of the stock market by tweet, a distant memory. A much more stable world is ahead of us and we have positioned for it.