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20-12-2024 · Podcast
Podcast: In tune with the markets – Private dancer
Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega-cap growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. With all the gloom surrounding the German economy and the political crisis in France, things can only get better.
Arnout van Rijn
Portfolio Manager
Authors
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