• Podcast

Podcast: In tune with the markets – The beat goes on

It’s earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming1 growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.

1Past performance is no guarantee of future results. The value of your investments may fluctuate

Authors

    Portfolio Manager
    Equity Investment Specialist

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For investors focused on long-term investing with real diversification, EM exposure is critical.

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