Portfolio Manager
• 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 outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.
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Equity Investment Specialist
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