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Insights

Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Insight
Money for nothing, inflation not guaranteed
Money for nothing, inflation not guaranteed
The massive stimulus to restart economies following the Covid-19 crisis isn’t likely to trigger inflation, say Bob Stoutjesdijk, Rikkert Scholten and Martin van Vliet of Robeco’s Global Macro team.
05-10-2020 | Insight
Central bank watcher: Good citizens
Central bank watcher: Good citizens
The three major central banks, the Fed, ECB and BoJ, are maintaining their dovish tone.
20-08-2020 | Insight
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to realize gains and adopt a patient stance.
08-07-2020 | Insight