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Decline

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.

    Authors

  • Arnout van Rijn - Portfolio Manager

    Arnout van Rijn

    Portfolio Manager

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