Challenge the consensus
Keep questioning the consensus in 2021, do your research and stay contrarian, says Victor Verberk, Robeco’s CIO Fixed Income, in our latest podcast episode. “Bond yields are controlled, independence of central banks is out of the window. Joe Biden is going to print another USD 2 trillion in stimulus and the Fed will finance it. It’s a concerted effort to keep the economy going.” To go back to normal, we do need defaults, though, he says. Tune in.
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