The world is heating up, for equity markets too. With excess liquidity sloshing around and implied equity risk premiums still attractive, the TINA (There is No Alternative) phenomenon persists as alternatives for equities are few and far between. The possibility of outsized gains for the equity markets remains, but the window of opportunity is shrinking.
Watch Robeco Strategist Peter van der Welle and Robeco Quant Researcher Laurens Swinkels discuss this and other findings from our latest 5-year outlook.
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