![All Episodes Edit Vooruitkijken met Han Dieperink: van incoherente ESG-wetgeving tot kansen in oorlogstijd.](https://images.investmentofficer.com/cdn/ff/u6xopXpbmaA0S7M3nt3xEnFK_NzuH9WBzZfn0Cj4se0/1720017265/public/styles/medium/public/Podcast%20hoofdbeeld_0_0.jpg?itok=6kQQc1GV)
Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends. These trends can have a significant influence on individual company valuations, even when bottom-up analysis points to different conclusions.