Market Commentary - Articles


05/11/2018
  Author: Valentijn van Nieuwenhuijzen, CIO NN Investment Partners   Investor fears rather than tangible risks appear to be currently driving investor behaviour. We see this as a reason to move risky assets to a neutral stance.   Correct on correction Markets are on the move again, and in a pretty impressive way. A combination of rising risk aversion, lingering trade...

14/06/2018
    Politics keep dominating the headlines. While in Italy the dust has settled a bit, at least for now, trade war fears increased again as President Trump did not back down from his tough line on trade. This week central banks will be in the spotlight as well and markets will closely watch whether Mario Draghi will give a glimpse of the ECB’s plans of tapering its bond...

04/06/2018
Author: NN Investment Partners       Politicians in Italy managed to avert the need for elections, but market attention now returns to the new populist government’s policy program. Following a political drama in Italy that triggered a major sell-off in Italian assets last week, the country has for now managed to avoid calling new elections. Last week’s crisis and the...

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...

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