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17-01-2025 · 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.
Arnout van Rijn
Portfolio Manager
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