Portfolio Day: Investors can get markets right for the wrong reasons

CIO-debat Portfolio Day 2026
Foto: Sander Nieuwenhuys
Investors do not need to get every forecast right to make money. At Investment Officer’s 2026 Portfolio Day in Bussum, the Netherlands, four chief investment officers explained how corporate earnings had sustained their confidence through geopolitical upheaval, even when events confounded their expectations.

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