18-08-2023 · Podcast
Podcast: In tune with the markets – Wishful thinking
In our latest episode, Arnout discusses how markets are repositioning in line with Fed hawkishness and a US sovereign debt downgrade; he looks at economic and financial news out of China that points to a steadily weakening economy; warns about the risks of concentration in equity portfolios and talks about how investing in consumer health has taken a new turn. Tune in.
Arnout van Rijn
Portfolio Manager
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