This month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fuelling the market rally is worrying though.

Length without disclaimer: 15 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

This week it’s all about Europe for a change. Macron’s decision to call an early election impacts European bond markets. And Europe plays tough, announcing a new regime of tariff hikes for Chinese EVs, but China seems unimpressed so far. Tune in to hear more.

Length without disclaimer: 16 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

This week it’s all about elections and electricity. Utilities may be making a comeback in investors’ books, partly driven by AI’s thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more.

Length without disclaimer: 13 minutes.

This podcast features material by fair use guidelines. All rights reserved to the copyright owners