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Jonas Thulin, Head of Asset Management at Erik Penser Bank, at the Macrobond Conference

Jonas Thulin, Head of Asset Management at Erik Penser Bank, on balancing your portfolio in a decelerating economy

What if? Now that everybody is expecting a deceleration, recession or even something worse isn’t it time to think ‘what if?’ Jonas Thulin, Head of Asset Management at Erik Penser Bank, gives the arguments for being optimistic and how to balance your portfolio and…well…why? Don’t get caught marching with lemmings over a cliff, but do follow them to the Macrobond conference in Stockholm, 7 February!

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As an aside we know that Roger admits, albeit reluctantly, that it's actually quite hard not to prefer stocks over bonds right now.

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