Investors are facing an unprecedented conundrum about whether equities have bottomed out. Due to the two-way risk while the coronavirus crisis lasts, Robeco’s multi-asset team prefers riskier bonds over equities right now.Monthly Outlook 3 April
The coronavirus has caused serious market turbulence, while the difficult measures taken to combat the outbreak look set to last for many weeks. In such uncertain times, maintaining a well-informed approach to rapidly changing market conditions is vital. We aim to collate and curate the thinking and advice of Robeco’s many experts to help clients navigate their way through this crisis. This page contains our latest insights on market events and investment conditions, and will be updated often.
While the coronavirus continues to affect markets, we will publish weekly updates on all our key strategies, offering insight and expectations from our portfolio managers. These weekly PMUs will answer three questions: What happened in the market during the week?; What was the fund’s positioning?; and What do we expect in the coming week?
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