In tune with the markets

Two tribes


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Tune in to hear Arnout van Rijn explain his song choice of the week, in light of:

  • More conciliatory language being used by Chinese and US leaders regarding trade and investment relations
  • The continuing war on inflation, and liquidity tightening as a powerful policy tool
  • Mixed news from emerging markets, but an overall positive story on valuation discounts and prospects
  • The ongoing tech rally and the wall of worry

Length without disclaimer: 14 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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In tune with the marketsBy Robeco


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