Commentaries - Articles


09/08/2017
Author: NN Investment Partners     Second-quarter earnings were stronger in the US than in the Eurozone. Currencies are crucial to the relative earnings momentum and are currently a tailwind for US companies. The second-quarter earnings season has shown that currency movements will become an important variable going forward in the relative earnings performance between...

04/08/2017
Author: Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment Partners     Emerging economies continue to recover. Growth momentum has been positive for more than a year, and has actually accelerated in recent weeks. This is largely why the recent nervousness in financial markets about a possible accelerated tightening in monetary policy in the US and Europe...

02/08/2017
Author: NN Investment Partners     We see signs that US – and to a lesser extent also European – commercial real estate segments are having increasing trouble with digesting digital disruption in retail space. Hence we downgraded global real estate from overweight to neutral in our tactical asset allocation. The market environment has not been very friendly for global...

28/07/2017
Author: NN Investment Partners   Recent comments by central bankers have left many investors with the impression that the normalization of monetary policy and unwinding of post-crisis support measures will take place sooner and more quickly than previously expected. As a result, government bond yields in developed markets have jumped in the past month. What has also become clear is...

14/07/2017
Author: NN Investment Partners   Better macro data, higher commodity prices and perceived signs of hawkish central banks have led not only to a jump in bond yields but also to a shift from growth to value stocks. Investors’ perception of a hawkish shift at some of the world’s major central banks, a broad pick-up in macroeconomic data, and an upturn in crude oil and other...

Αρχή Προηγούμενο σελίδα 1 από 14 Επόμενο Τέλος