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Insights

It’s late cycle but not end cycle
It’s late cycle but not end cycle
Markets continue to be weak and volatile, while growth expectations are depressed globally.
10-01-2019 | Quarterly outlook
Beware the monetary tide is turning
Beware the monetary tide is turning
Tighter dollar liquidity and a trade war that is fast becoming a deeper economic struggle will continue to affect markets.
24-10-2018 | Quarterly outlook
Trade risks are complicating the picture for bonds
Trade risks are complicating the picture for bonds
The trade war threat and political risks in Italy are reasons to remain cautious on bonds.
20-07-2018 | Quarterly outlook
Flows that matter for government bonds
Flows that matter for government bonds
Government bond markets are extremely sensitive to any upside surprise in US inflation expectations.
20-04-2018 | Quarterly outlook
No bond bear market yet, but watch your Bunds
No bond bear market yet, but watch your Bunds
Yields in the euro area are increasingly difficult to match with the strong economic uptick.
25-01-2018 | Quarterly outlook
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
Best reads of 2018
Best reads of 2018
Find out more
Fixed Income Outlook Q4 2017
Fixed Income Outlook Q4 2017
The absence of wage inflation should not prevent bond investors from being watchful.
25-10-2017 | Quarterly outlook
Will central banks spoil buoyant market sentiment?
Will central banks spoil buoyant market sentiment?
In its quarterly outlook, the Global Fixed Income Macro team sees central banks gradually normalizing their policies.
28-07-2017 | Quarterly outlook
How to exit?
How to exit?
In its quarterly Fixed Income Outlook, Robeco signals clear improvement in economic data.
20-04-2017 | Quarterly outlook
Fixed Income: Return dispersion is the only constant
Fixed Income: Return dispersion is the only constant
The variability of fixed income investment returns remains high and this is not likely to change this year.
20-01-2017 | Quarterly outlook

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