We take market rotation as an opportunity. Reducing our exposure to the names that had a high level of cyclicality or higher level than we would usually expect. On the other hand, increasing our positions in some of the names that we like over the longer term. But in this period have weakened in terms of their share price performance. Thomas Morris, Product Specialist, Global Growth Equities of Allianz Global Investors, will share with you the update on Global Sustainability.
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