Market Commentary - Articles


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...

15/03/2018
Author: NN Investment Partners     Market volatility is clearly on the rise, with a US president who seems to be gearing up for a trade war and global earnings momentum turning down after reaching its highest point in two years. Investors have reacted strongly to higher US import tariffs on steel and aluminium. President Trump has toned his rhetoric somewhat down –...

08/03/2018
Author: NN Investment Partners   Europe’s two big political events of the weekend resulted in no unpleasant surprises. US political risk could prove to be a more likely source of market tremors in 2018. Many feared that the recent year or so of relative calm in European politics could end yesterday, with two important political events on the agenda: Italian elections and the...

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