Conversations With Reorg: DWS’ Jens Witzke and Marcus Herbig from DWS Group
Octus Radio
Exploring Attractive Sectors and Countries for New Deals in the Second Half
Exploring the most favorable sectors and countries for upcoming deals, emphasizing businesses with robust cash flows and defensive traits. The discussion highlights potential opportunities in software, healthcare, and business services, along with a notable lack of funding in the industrial sector, stressing the need for thorough diligence in financing decisions.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
