Multi-Asset Market Outlook (Robeco, Jul 2020)
Robeco's Multi-asset outlook piece notes a shift to overweight in investment grade credit in both the US and Europe.
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Q3 Outlook: Optimism versus reality (LGIM blog, Jul 2020)
LGIM believes there is a striking disconnect between market pricing and the real economy, especially with regard to expected company earnings.
Unlocking Value in the Euro (Robeco blog, Jul 2020)
An EU stimulus program to recover from Covid-19 may be the catalyst for the euro to rise again, say Robeco’s multi-asset specialists.
