A few conundrums that keep me awake at night
Our spring webinar this year is about topics that puzzle our CIO, Niels Jensen; conundrums that keep him awake at night. Take for example the behaviour of equity investors vis-à-vis the behaviour of bond investors. Bond markets send quite persuasive signals that a recession is around the corner. Equity markers do virtually the opposite. Why is that and how should you handle it?
To watch our webinars...
Our spring webinar this year is about topics that puzzle our CIO, Niels Jensen; conundrums that keep him awake at night. Take for example the behaviour of equity investors vis-à-vis the behaviour of bond investors. Bond markets send quite persuasive signals that a recession is around the corner. Equity markers do virtually the opposite. Why is that and how should you handle it?