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Surveillance: Valuation with Mueller-Glissmann (Podcast)

Bloomberg Surveillance

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Is the Market Getting Fatter and Flatter as We Speak?

I think we've been very focused on real assets, and i think opportunities lated to that. Infa structure is a very interesting real acid because it doesn't do only well when inflation is high. It also does well whenflation is high and falling. Eventually there will prova provide goode symmetries. A can more upside than downsight n good momentum. And i think right now you have to be very selective in picking those battles. I think neartome, we might easily be stuck a bit longer in a fat and flat range.

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