Gambling with governance

In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.

Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends. Tune in to enjoy the steel-panned summer vibes of our July episode.

The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washington’s big spending bill keeps the US deficit decisively dicey and Europe ramps up defense spending.

It’s the ‘Trump Always Chickens Out’ economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It reminds Van Rijn of the infamous ‘Wile-E Coyote’ phenomenon.

Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the coming weeks? Listen in as Arnout van Rijn brings his insights.  Length without disclaimer: 15 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

 A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly increase defense spending. Is this a watershed moment for financial markets? This podcast features material by fair use guidelines. All rights reserved to the copyright owners

China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer some tradeable rallies opportunities. The so called ‘Dogs of the Dow’ are having a great start of the year, with European stock markets also in catch-up mode. Tune in now. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve.   This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats.   This podcast features material by fair use guidelines. All rights reserved to the copyright owners