The Robeco Monthly Outlook presents a comprehensive view of multi-asset strategies, emphasizing shifts in global markets. Key contributors include Robeco’s investment team. Highlights include:
- Global markets rallied in response to U.S. rate cuts and Chinese stimulus, with emerging market equities leading gains.
- Commodities are pricing in a recessionary outlook, diverging from equities.
- Gold has outpaced equities with a 28% YTD return, driven by central bank demand and inflation concerns.
To explore how these insights shape portfolio strategies, access the full report for detailed analysis.
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