The sustainable investor for a changing world

11:17 MIN
Talking heads – Full valuations make 2022 a challenging year
Asset allocation - A fat (real) tail in 2022
Factor investing: understanding your performance!
14:21 MIN
Market weekly – Emerging markets head into 2022 in better shape (read or listen)
Weekly investment update – A history lesson
China´s transportation transformation
Authors - Podcast
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All-time highs on equity markets in spite of (almost) everything
Equity outlook – A tricky transition
Equity outlook – What is the problem? The recovery