50:06
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•Buy-Side Meets Sell-Side
How to Remain Invested in a Volatile Inflationary Environment
For the investors who can't or don't wish to stay in cash, value and positioning have become ever more important.
Featuring Jonas Thulin and Andreas Steno Larsen
Mar 03, 2023 • 50 minutes
Waiting for the right opportunities to emerge, some investors are able and willing to have dry powder on hand. But, others need or want to remain invested despite the volatile macro dynamics. Real Vision’s Andreas Steno Larsen invites Jonas Thulin, head of asset management at Erik Penser Bank in Stockholm, Sweden, to discuss how to approach markets in this structurally inflationary environment and the sectors and asset classes he’s looking to invest in now. Recorded on February 24, 2023.
Show MoreListen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.
More EpisodesListen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.
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