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The economy is experiencing the first effects of a powerful double-dose vaccine of broad inoculation and fiscal stimulus.\xa0 The reality is that forecasts remain very uncertain.\xa0 The pandemic recession had no modern precedent and so we have no good road map on the speed at which the economy might naturally recover.\xa0 In addition to this, we have no example of the impact of fiscal stimulus of this scale, aimed primarily at low and middle-income consumers.\xa0 What we can say is that early signs show the recovery is accelerating, suggesting a faster return to \u201cnormal\u201d than many had dared to hope a few months ago.\xa0 While this is very good news in general, it brings with it challenges for investors in making sure their portfolios are positioned for the very different financial landscape of a post-pandemic world.