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The Federal Reserve’s stimulus actions and new average inflation target are likely to keep the dollar under pressure while G‑10 currencies are likely to benefit the most from dollar weakness.
Robeco foresees a protracted period of negative real interest rates, meaning their impact on the relationship between economic fundamentals and asset price performance.
Western Asset Management’s Andreas Billmeier discussed the global impact the national US elections can have, and the differing outcomes based on a democratic versus republican win.
ESG assets to reach between EUR 5.5 trillion and EUR 7.6 trillion by 2025, they will make up between 41% and 57% of total mutual fund assets in Europe.
It is hard to see the prospect of a second Trump term as good news for globalization, but the importance of the US elections should not be overestimated, according to strategists at NN Investment Partners.
The recovery will not be completely immune to the upcoming presidential elections – and it’s interesting to note that some investors are as worried about the period after the election as the day itself.
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