EPISODE · Jul 14, 2023 · 15 MIN

Two tribes

from In tune with the markets · host Robeco

Tune in to hear Arnout van Rijn explain his song choice of the week, in light of: More conciliatory language being used by Chinese and US leaders regarding trade and investment relations The continuing war on inflation, and liquidity tightening as a powerful policy tool Mixed news from emerging markets, but an overall positive story on valuation discounts and prospects The ongoing tech rally and the wall of worry Length without disclaimer: 14 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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Two tribes

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