Global Macro Trends: Play Your Game (KKR, Jan 2020)
In this 60-page report, KKR strategists state that given the heightened “noise” around geopolitics and macroeconomic uncertainties, their strong suggestion is for investors play heavily to their…
Debt and Credit Outlook
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Capital Markets Outlook: Upcoming Themes (AB, Jan 2020)
We enter 2020 on the heels of a strong year for both stocks and bonds, fueled not by robust economic growth or earnings but by market-friendly monetary policy led by falling interest rates. With…
Robeco Graph of the Week (24 Jan 2020)
A weekly analysis of interesting graphs on financial and economic markets from Robeco.
