07-06-2024 · Podcast

Podcast: In tune with the markets – Power to the people

This week it’s all about elections and electricity. Utilities may be making a comeback in investors’ books, partly driven by AI’s thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more.

    Authors

  • Arnout van Rijn - Portfolio Manager

    Arnout van Rijn

    Portfolio Manager

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