Robeco’s October 2024 Monthly Outlook provides strategic insights into multi-asset markets, with a focus on current trends and opportunities. Highlights include:
- The Fed’s rate cut and Chinese stimulus have boosted global markets, with emerging markets and Chinese equities leading gains.
- Gold has outperformed equities with a 28% return YTD, driven by rising central bank demand.
- Commodities remain cautious, pricing in a more recessionary outlook.
- Robeco's portfolio strategy favors equities and commodities, with a tactical allocation to gold.
For a comprehensive analysis, explore the full report to refine your investment strategies.
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