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In our judgment, Russia’s unprovoked attack on sovereign neighbors in Ukraine and its fallout this year reinforces some of these needs, as do supplychain and worker shortages plaguing many industries. The Russian assault has amplified a number of investment trends we have been following closely.
The return potential for such an evolution in their strategy is staggering, particularly when we look around the corner to the supplychain implications of upcoming regulations such as the Corporate Sustainability Due Diligence Directive and Carbon Border Adjustment Mechanism on entire business models.
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