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
Para los inversores que buscan una diversificación real y mantienen un horizonte a largo plazo, la exposición a los ME es fundamental.
