Commentaries - Articles


20/06/2017
Author: NN Investment Partners   As economic data surprises have fallen, inflation has stopped rising and expectations of growth-enhancing reforms in the US have faded, the reflation trade has lost momentum and the income theme has made a comeback in global markets. The search for yield has staged a revival, which is reflected in the recent performances of income generating...

12/06/2017
Author: NN Investment Partners     UK Prime Minister Theresa May’s attempt to strengthen her hand in coming Brexit negotiations with the European Union backfired last week as her Conservative Party lost its majority in Parliament. While the risks resulting from the election are primarily domestic in nature, the resulting “hung Parliament” worsens visibility for the country’s...

08/06/2017
Author: NN Investment Partners     The performance of the US equity market is to a large extent driven by the IT sector. The rise of the tech sector represents 53% of the total rise in US market cap year-to-date.   We still feel comfortable with our preference for Eurozone over US equities. Despite many investors are overweight Eurozone equities nowadays, we feel they...

01/06/2017
Author: NN Investment Partners       With emerging market growth momentum still positive, the prospects for EM equities remain good. Growth in China may be slowing but the economy is still robust.   Growth momentum is probably the most important factor for the continued outperformance in emerging markets equities. Both economic and earnings growth in the emerging...

23/05/2017
Author: NN Investment Partners     Just when the historically low levels of volatility in financial markets were a hot topic in the financial media, volatility returned with a vengeance last week. Probably not for the last time, news about Donald Trump triggered the volatility spike. Although many commentators argue that the perceived calmness in markets is a sign of investor...

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