EPISODE · Aug 18, 2023 · 15 MIN

Wishful thinking

from In tune with the markets · host Robeco Asset Management BV

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

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Wishful thinking

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