An EU stimulus program to recover from Covid-19 may be the catalyst for the euro to rise again, say Robeco’s multi-asset specialists.
07-07-2020
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月次アウトルック
Central bank watcher: Rates in lockdown for longer
Central banks have stepped up to the plate by delivering significant amounts of easing.
28-04-2020
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インサイト
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020
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四半期アウトルック
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019
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インサイト
Two European headaches: Brexit and Italy
Drawing a line under both of these situations will help European equities deliver improved relative performance within a global equity portfolio, and banks will play a key role in this.
06-12-2018
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インサイト
Germany, or even Europe, to be thrown into political turmoil?
Euroscepticism was put to the electoral test last year, and apparently it failed
