Portfolio Manager



• Podcast
Podcast: In tune with the markets – Hit (and run?)
The next earnings-reporting season is kicking off, and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve. Tune in now.





























