The future is bright
In tune with the markets
Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s all about the one-million-dollar question: is the bull market running out of steam? Reported earnings will be a key factor and so far, the sun is still out. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Trading season is over
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic brand struggling, and the seasonal effect on markets: will it be May-hem? Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Moment of truth
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about Japan’s move to a 0% interest rate, the momentum for equities and the IPO market and the buzz around social media platforms going public. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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All that glitters
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all aboutalternative assets. Both safe haven gold and risk-on asset Bitcoin are reaching all-time highs. What’s cooking? Length without disclaimer: 14 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Don’t get greedy
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the US equity market party, the end of the Korean discount and the never-ending battle between old rivals greed and fear. Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Gimme all-time highs
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the stock market reaching all-time highs. Rates will come down one way or the other, but do watch the canary in the coalmine. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Avalanche
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Europe’s sick man Germany, the January effect, earnings season, and the potential risk of derivatives on the Chinese equity market.
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Shame!
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Davos, the freshly launched Bitcoin ETF, China's headwinds, earnings season in the US and the Great ESG Divide.
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Enemy
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about emerging markets – from the remarkable revival of the Polish stock market to China’s restrictions on the gaming industry, a multi-billion-dollar market and its bid for the EV crown. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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Winter takes it all
In tune with the markets
Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about all-time highs on the equity markets, swift moving bond yields, COP28 and why equity investing is best done in winter. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
info_outlineCentral banks are still a major theme. The question is: how far are they willing to go, and what will it look like when markets snap. Meanwhile, equity markets remain relentlessly bullish, with cyclical stocks leading the charge. And China growth might be slowing, but it’s still got the power – as does President Xi Jinping.
'The Power' - Snap: https://open.spotify.com/track/0nQLxiNGbbUoSGrxksETLm?si=e78a6d07dec44342