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The surprise but welcome rate cut by the European Central Bank (ECB) has improved the climate for equities, says Robeco’s portfolio manager for Global Allocations.
The eurozone isn’t the world’s problem child for once after US political wrangling caused a partial shutdown of government in the world’s most powerful nation.
The Fed is likely to consider the US economy to be strong enough to start scaling down quantitative easing, says Robeco’s Chief Economist, Léon Cornelissen.
Fed Chairman Ben Bernanke has discovered his “inner dove” and is focusing more on the risks of higher mortgage rates, the benign inflationary environment and underlying weaknesses in the labor market.
The Fed continues to hold everyone in its thrall as markets kowtow to chief Bernanke’s verbal departure from uber stimulus – but have things gone
Fed chief Bernanke’s words on tapering its quantitative easing program “within the next few meetings” put the cat among the pigeons. Bond yields rose, but does this really signal the end of easy money?
The world economy is showing a loss of momentum, but forward indicators still indicate modest expansion, says Robeco’s Chief Strategist Ronald Doeswijk.
The Bank of Japan’s plan to expand its balance sheet by 1% of GDP per month is a radical but risky plan, says Robeco’s Chief Economist Léon Cornelissen.
Maurice Meijers, Vice President Fixed Income Investments at Robeco, on disappearing boundaries within fixed income. Why should we stop using traditional categories and boundaries?
Léon Cornelissen, Chief Economist at Robeco, on geopolitical risks for 2013. Why are the Middle East and global weirding considered threats this year?
Momentum Investing explained by Willem Jellema, Portfolio Manager Quantitative Equity at Robeco. What is momentum and how does it fit a portfolio?