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16-05-2025 · Podcast
In tune with the markets - Running without ground beneath our feet
It’s the ‘Trump Always Chickens Out’ economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It reminds Van Rijn of the infamous ‘Wile-E Coyote’ phenomenon.
Arnout van Rijn
Portfolio Manager
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