Market Commentary - Articles


18/05/2018
Author: NN Investment Partners     Emerging market (EM) assets have been resilient in the past two years due to improving domestic demand growth, benign inflation and a weaker US dollar. Yet, the combination of a steady repricing of Fed expectations, rising US bond yields, climbing oil prices and renewed dollar strength has led to a more challenging environment in the past few...

10/05/2018
Author: NN Investment Partners   Confusing signals are doing little to restore investor confidence, which has been shaky since the sudden sell-off on equity and bond markets in early February. This year is shaping up as a different sort from last year. Following a 2017 that full of positive surprises in data, earnings, politics and policy, investors now face a less supportive...

03/05/2018
Author:  NN Investment Partners   Subsiding geopolitical risk and strong earnings have contributed to a more favourable environment for risky assets. Not all regions and sectors are joining the party, however. Higher oil prices, rising bond yields and a stronger dollar have caused nervousness in emerging markets, which are also held back by an ongoing disappointing news flow from...

20/04/2018
Author: NN Investment Partners     Political noise has taken over the role as a major market driver now that economic momentum has faded in the past months. Evidence of ongoing economic strength, a good earnings season and a cooling down of trade tensions are probably needed before new market opportunities arise. Until then, we feel comfortable with our close-to-neutral asset...

29/03/2018
Author:  NN Investment Partners       Investors had a hard job digesting a vast flow of attention-grabbing news last week. Jerome Powell’s first policy meeting as Chairman of the Federal Reserve, the announcement of new tariffs by the Trump administration, and reports about the misuse of the data of millions of Facebook users dominated the headlines. A clear risk-off...

Αρχή Προηγούμενο σελίδα 1 από 20 Επόμενο Τέλος