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Robeco Asset Management Podcast

Business:Investing

A Swift but thorough look at 2024

2023-12-11

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2023 gave investors little reason to complain. Both global equities and bondsare likely to deliver positive returns and Goldilocks still reigns supreme. In this podcast, Colin Graham and Peter van der Welle discuss the cracks in the resilience of Western economies (and their consumers), a contrarian view on the soft-landing consensus, inflation, geopolitics … and Taylor Swift.