“If you wake up and see -6%, you know what kind of day it is going to be.” In our latest podcast, Jeroen Blokland, head of Multi Asset, talks coronavirus and oil price war. “I do not think we are going to see a V-shaped recovery, but a U-shaped recovery is still possible.” Blokland still feels comfortable being underweight in risky assets. For now, the real safe have seems to be US Treasuries, he says. Tune in.