What are the characteristics of companies that are generating free cash flow and have strong visibility into future growth?
Tech Stocks Have 'Deep Moats' Around Them: BlackRock's Moore

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Discuss the potential impact of idiosyncratic risk on investment decisions in 2021.
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What factors should investors consider when evaluating a company's ability to maintain margins in a higher inflation environment?
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What are the implications of the rotation trade mentioned in the discussion?
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How does the speaker view the investment landscape in emerging markets compared to Europe and Japan?
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