Robeco's latest multi-asset outlook report examines key financial themes post-2024 U.S. elections and current global economic conditions.
- Market Reactions: U.S. equities rallied on Trump’s win, driven by anticipated corporate tax cuts and deregulation.
• Fixed Income: Rising U.S. bond yields reflect higher deficit projections and inflation expectations due to anticipated fiscal stimulus and tariffs.
• Commodities: Oil prices remain volatile amid geopolitical tensions; supply is expected to outpace demand due to subdued global manufacturing.
• Emerging Markets: Chinese and emerging market equities faced pressure as stimulus hopes waned.
To explore Robeco’s strategic positioning in response to these developments, access the full report.
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