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Is this peak insanity?

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With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined. Arnout van Rijn, CIO Asia Pacific, is less concerned. “It is not as bad as 1999. It's just a small segment of the market that is really at multiples that are hard to defend. The bigger segment of the market that now trades at relatively elevated multiples are just healthy cash flow-positive stocks that the market is willing to pay up for because of the TINA argument – ‘there is no alternative’.

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70 episoade

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Is this peak insanity?

Robeco Asset Management Podcast

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iconDistribuie
 
Manage episode 315263009 series 2511131
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined. Arnout van Rijn, CIO Asia Pacific, is less concerned. “It is not as bad as 1999. It's just a small segment of the market that is really at multiples that are hard to defend. The bigger segment of the market that now trades at relatively elevated multiples are just healthy cash flow-positive stocks that the market is willing to pay up for because of the TINA argument – ‘there is no alternative’.

  continue reading

70 episoade

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