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US elections

Trump is currently good for equities but bad for bonds

17-11-2016 | Insight | Lukas Daalder

Remarkable. That’s the best way to characterize the speed with which the stock markets went from fear to faith in less than 24 hours following the surprise Trump victory. Reflation was all of a sudden the name of the game.

Trump’s rhetoric versus reality will center on three issues

14-11-2016 | Insight | Lukas Daalder

President Donald Trump will face three major issues when he takes office, as pre-election rhetoric turns into harsh economic reality, says Robeco’s Lukas Daalder.

Bonds shrug off Trump's Brexit-style surprise win

09-11-2016 | Insight | Kommer van Trigt

The reaction of bond markets to Donald Trump’s surprise victory was not as bad as the aftermath of the Brexit, and could eventually benefit fixed income investors, say Robeco’s fund managers.

Increased uncertainty after Trump triumphs

09-11-2016 | Insight | Léon Cornelissen

Investors face increased uncertainty after Donald Trump was confirmed as the next President of the United States, defeating Hillary Clinton in a close-fought but bitter race.

Investors should adopt a defensive stance to equities

09-11-2016 | Insight | Mark Glazener

Investors should adopt a defensive stance towards stocks following the Republican landslide in the US elections, say Robeco’s equity portfolio managers.

Don’t rule out a Democrat landslide in US elections

31-10-2016 | Insight | Fabiana Fedeli, Léon Cornelissen, Mark Glazener, Sander Bus

Investors should not rule out a Democratic Party landslide as Americans go to the polls to elect a new President and Congress, says Chief Economist Léon Cornelissen.

America – a melting pot of opportunity mixed with stalemate

17-10-2016 | Insight | Léon Cornelissen

America is a melting pot of opportunity mixed in with political stalemate that will give its new president a difficult path to steer, says Chief Economist Léon Cornelissen.

Clinton and Trump: differences and similarities

19-09-2016 | Interview | Léon Cornelissen

Hillary Clinton and Donald Trump seem to be worlds apart in their election programs. Yet there are also similarities in their plans for the US.

Who will handle economics in a Clinton or Trump presidency?

15-06-2016 | Insight | Léon Cornelissen

A future US President Clinton or Trump will need to appoint someone to handle economics as neither has any experience in this vital field, says Robeco Chief Economist Léon Cornelissen.

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