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Insights

Bitcoin as digital gold – a multi-asset perspective
Bitcoin as digital gold – a multi-asset perspective
Bitcoin is often derided as being highly volatile, but as digital gold it could play a role in a multi-asset portfolio, says investor Jeroen Blokland.
09-04-2021 | Monthly outlook
Bonds: Shaken, not stirred
Bonds: Shaken, not stirred
A rise in bond yields has left central banks shaken but not stirred as the world comes out of lockdown, says Robeco’s multi-asset team.
08-03-2021 | Monthly outlook
All eyes on fiscal stimulus as US awaits election results
All eyes on fiscal stimulus as US awaits election results
Investors should focus on likely levels of fiscal stimulus from the eventual winners of the US elections, says multi-asset investor Jeroen Blokland.
04-11-2020 | Insight
Shifting into neutral in multi-asset portfolios
Shifting into neutral in multi-asset portfolios
The improving global economy has made bonds less attractive compared to equities, says multi-asset investor Jeroen Blokland.
07-09-2020 | Monthly outlook
Showing your metal – adding commodities to the mix
Showing your metal – adding commodities to the mix
The time has come to invest in commodities as we emerge from the Covid-19 recession, says multi-asset specialist Jeroen Blokland.
05-06-2020 | Monthly outlook
It’s too early to be too gloomy about stocks
It’s too early to be too gloomy about stocks
The coronavirus has given the world a financial scare as well as a health shock – but there’s no need to put equities into quarantine.
07-02-2020 | Monthly outlook
A Knock at the Door: The return of inflation
A Knock at the Door: The return of inflation
Since the global financial crisis, one economic variable has stayed on our mind: inflation.
05-12-2019 | Yearly outlook
The Sea Still Rises: Extending the bull market
The Sea Still Rises: Extending the bull market
With a recession to be avoided and earnings growth to return, we believe global equities have further to go.
14-11-2019 | Yearly outlook
Outlook 2020: A Tale of Two Scenarios
Outlook 2020: A Tale of Two Scenarios
This year’s annual outlook is inspired by Charles Dickens’ A Tale of Two Cities.
12-11-2019 | Yearly outlook
There’s no need to fear yield curve inversions
There’s no need to fear yield curve inversions
Inverted yield curves may famously herald recessions, but they do not harm market returns that much, says multi-asset investor Jeroen Blokland.
08-05-2019 | Monthly outlook
Recession indicators are overrated for stock returns
Recession indicators are overrated for stock returns
Investors should beware of trying to use asset values to forecast recessions, says portfolio manager Jeroen Blokland.
08-02-2019 | Monthly outlook
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