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Buying skepticism in the market

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Konten disediakan oleh Robeco. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Robeco atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

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78 episode

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Manage episode 455939919 series 2511131
Konten disediakan oleh Robeco. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Robeco atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

78 episode

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