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Fund manager explains her top asset picks for the second half

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Shoppers were faced with partially empty shelves at a supermarket in London on March 14, 2020 when the coronavirus outbreak led to stockpiling.
JUSTIN TALLIS | AFP | Getty Images

While the pandemic continues to threaten, or at least set back, the reopening of major economies, it's hard to predict what could happen next in financial markets. But Mary Nicola, global multi-asset portfolio manager at PineBridge Investments, has shared her top picks with CNBC for the rest of the year.