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The oil price is likely to remain low as the market faces a ‘perfect storm’ that has affected both supply and demand, says Robeco’s chief economist.
Low volatility would normally be welcomed by investors – but a sustained period can also act as a warning shot for impeding market volatility, Robeco’s strategist says.
Eurozone bond yields are now so low they they suggest a recession is imminent though the ECB’s dramatic action makes that unlikely, says Robeco’s chief economist.
A rate rise in the UK may be imminent as the British economy grows more strongly than expected, Robeco’s chief economist believes.
Japan’s trillion-dollar experiment with ‘Abenomics’ is now running out of steam, and more monetary stimulus may be inevitable if the economy is to avoid recession.
In the United States, capital expenditure is lagging the economy as a whole. Some think this is the ‘new normal’. But Robeco’s strategist Peter van der Welle believes there is a strong case for a rebound in investments later this year.
Investors should get used to inaction from the European Central Bank (ECB), and that in its own way is good news, as it shows that economic conditions are improving, says Robeco’s chief economist.
It has been a rough time for emerging market equities, but only China has the real power to upset the apple cart for investors this year, says Robeco’s chief economist.
Inflation used to be the main focus for European central bankers’ interest rate policy as prices rose forever upward. Now their main fear as we begin 2014 is the reverse scenario - the risk of deflation.