Bonds: Shaken, not stirred
A rise in bond yields has left central banks shaken but not stirred as the world comes out of lockdown, Robeco’s strategists say.
08-03-2021 | Monthly outlook
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
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
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
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
It’s time to heed the positive signals
Robeco’s fixed income teams gradually are shifting towards buying mode.
19-03-2020 | Interview
Investment outlook 2021: a great year for risky assets
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Celebrating 30 years of inflation targeting?
Inflation targeting is celebrating its 30th anniversary, but is now due for a makeover, says portfolio manager Rikkert Scholten.
16-10-2019 | 5-Year outlook
Paving the way for unconventional policy
Policy makers will turn to unconventional fiscal policy to deal with the next recession, says strategist Peter van der Welle.
02-10-2019 | 5-Year outlook