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13-10-2023 · Podcast
Podcast: In tune with the markets – Zoom!
Tune in for the latest from portfolio manager Arnout van Rijn: an upside-down world in which MANAMANA stocks are deemed to be defensive – while staples are not; politicians are in denial about long bond rates settling at higher levels; and that company that’s showing decent growth but whose stock price has deflated.
Arnout van Rijn
Portfolio Manager
Authors
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