Robeco Asset Management Podcast
Buying skepticism in the market
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:30:06
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Sinopsis
In a world in which the momentum factor is a key driver of investor flows, and where investment sentiment is heavily skewed towards US mega-caps, a contrarian view can pay off. Boston Partners portfolio manager Chris Hart talks about opportunities in healthcare, consumer staples, financials and industrials.
