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USA vs. Microsoft

Motley Fool Money

We Think Growth - Where Did Cheese Go?

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Jay Jacobs is the U.S. head of thematics and active equity ETFs at BlackRock, a $100 billion investment firm. Rachel Warren caught up with Jacobs to get his thoughts on mega trends for investors to watch in healthcare, infrastructure, and electric vehicles. Investors will need to get more targeted with their growth exposure to really isolate the opportunities that not only benefit from long-term tailwinds, but also thrive in a difficult economic environment.

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