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Fund manager picks the global stocks set to outperform, despite inflation and supply chain issues

A pedestrian carries a Louis Vuitton shopping bag, from a store operated by LVMH Moet Hennessy Louis Vuitton SE, on New Bond Street in London, U.K., on Wednesday, Oct. 21, 2020.
Hollie Adams | Bloomberg | Getty Images

One European fund manager has named a number of stocks set to outperform, despite persistent inflation and global supply chain issues.