Central banks' post-pandemic playbook
Central banks have thrown the proverbial kitchen sink at their fight to mitigate the economic impact of Covid-19.
20-10-2021 | 5-Year outlook
Credit outlook: Common prosperity
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Insight
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Insight
Central bank watcher: Changing climate
As the delta variant continues to spread around the globe, we see notable differences in monetary policy response.
31-08-2021 | Insight
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Insight
Europe takes up the baton
Vaccination success will allow Europe’s economic recovery to catch up with the US and China, says strategist Peter van der Welle.
08-06-2021 | Monthly outlook
Climate investing: from urgency to solutions
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Insight
Credit outlook: TINA is still singing
Markets are pricing for the best possible outcome.
17-12-2020 | Quarterly 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
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020 | Quarterly outlook
It’s time to heed the positive signals
Robeco’s fixed income teams gradually are shifting towards buying mode.
19-03-2020 | Interview