Commentaries - Articles


18/01/2018
Author: NN Investment Partners     The year has started the way it ended last year, as economic data continued to improve and the positive mood of investors created firm support for risky assets. However, from a behavioural perspective it has also created some warning signs for the near future. We decided to temporarily reduce the equity exposure in our multi-asset...

08/12/2017
Author: NN Investment Partners   Bond yields may rise in 2018 as central banks dial back their easing policies. The changing landscape creates challenges and opportunities for fixed income and equity investors. In the coming 12 months, government bond yields in the US and the Eurozone are more likely to go up than down. Monetary policy will be reaching its maximum easing...

06/12/2017
Author: NN Investment Partners Vectors graphics designed by Freepik   • Global growth, supported across sectors and regions, is expected to stabilise at healthy levels in 2018 • Our research on drivers of market behaviour points at a still favourable environment for relatively risky assets • Equities are our preferred asset class, supported by a benign macro and earnings...

29/11/2017
Author: NN Investment Partners     Our 2018 outlook for equities is positive, thanks to a benign macroeconomic environment and double-digit global earnings growth. Returns will mainly have to come from earnings growth though, as the room for multiple expansion looks limited. Japan is our preferred equity market. There are good reasons why absolute valuations are...

23/11/2017
Author: NN Investment Partners     Most asset classes went through a recent soft patch, but no clear catalyst can be identified. Some investors probably could not stand the heat and got out of the kitchen. Markets took a noticeable turn during the past week. All asset classes except real estate declined. No fundamental catalyst was present, which makes us think these...

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