))
Wishful thinking
Manage episode 407405310 series 3560908
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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, as drugs companies showcase the therapeutic benefits of prescription obesity medication.
Length without disclaimer: 15 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners
36 episodes
Share
