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Technology in the driver’s seat Author: Pieter Schop, Senior Portfolio Manager Equity Specialties and Manager Information Technology funds at NN Investment Partners Pieter Schop The outperformance of global technology stocks is to a large extent driven by a new cycle of technology penetration...
S&P Global Ratings Survey: Global Capex Switches To Growth Global corporate capital expenditure growth is finally turning positive says S&P Global Ratings, forecasting 5.5% growth in 2017 in what is the fifth edition of its annual survey, "Global Capex: Ready For Takeoff." Encouragingly, the recovery is broad-based,...
Global Economic Growth Remains Encouraging, Yet Soft Ken Leech Ken Leech, Chief Investment Officer at Western Asset Management (a Legg Mason affiliate) While slow by historical standards, worldwide economic growth is improving, U.S. growth and inflation may be moderating, and central banks – the U.S. Federal...
Geopolitical, Economic And Investment Considerations Amid Qatar’s Diplomatic Crisis Saudi Arabia and the UAE have recently declared sanctions against Qatar following comments from the Qatari emir featured in an article suggesting Iran’s importance in the region. Qatari officials claim the story was hacked, though Qatar has long been suspectedof...
Europe’s value stocks will be major beneficiaries of a likely global bond sell-off Author: Nicolas Simar, Head of Equity Value Boutique at NN Investment Partners Nicolas Simar Value stocks, especially financials, will be the major beneficiaries from a likely global bond sell-off and the current positive macro-economic environment. NN Investment...
Taking a tech breather Author: Pieter Schop, Senior Portfolio Manager Equity Specialties and Manager Information Technology funds at NN Investment Partners Pieter Schop Global technology shares have outperformed the broader equity index by a third over the last 3 years. This has...
Invest over the borders Too many times we hear investors only focusing on local stocks. Of course this is logical as investors want to know as much as possible about in which companies they invest. The more information the better is a dominant way of how investors think. We there forsee...
Leading earnings growth puts European equities on top as US loses its edge, says NN IP Jeroen Bos The investment outlook for equities remains positive according to NN Investment Partners (NN IP) with European equities currently in a sweet spot. NN IP sees robust macro data supporting this asset class, in both developed and emerging countries,...
T. Rowe Price comments on MSCI adding China A-shares to EM index Nick Beecroft “MSCI’s decision is an event we have been anticipating for some time. The initial impact on the composition of regional and global indices will be extremely modest. However, over the long term, assuming further liberalisation and regulatory reform...
The Contradiction of Shale Patrick S. Kaser, CFA, Managing Director & Portfolio Manager, Brandywine Global (a Legg Mason affiliate) Patrick Kaser “Black gold,” like the precious metal it borrows its nickname from, has caused investors a lot of pain in the past decade. But whereas...
Watch out for iron ore Author: Wee-Lee Cheng, Senior Credit Analyst at NN Investment Partners Wee-Lee Cheng Since the start of 2016, metal prices have rebounded, driven by the uptick in global economic growth and companies’ curbs on supply. China’s demand for commodities has also...
Trump’s Road Blocks to Infrastructure Privatization Richard Elmslie, Co-CEO of RARE Infrastructure (a Legg Mason affiliate)This week President Trump announced plans for a week-long focus on infrastructure, starting with privatizing air traffic control. That's the problem we have at the moment, because it's invery...
Trump And Trade: A Meaningless Goal? While US President Trump has softened his stance on a number of key issues since taking office, trade is decidedly not one of them. With its ‘America First’ policy, the Trump administration has hinted it wants to rework trade agreements with countries where...
Oil prices fall as OPEC has no positive surprise up its sleeve OPEC and its non-OPEC partners have agreed to freeze production at current levels for another nine months. Current production levels are approximately 1.8mn barrels per day lower than they were in October 2016, if the output figures are to be believed. The market...
UK growth: Downgrade highlights households' challenge Schroders ' Senior European Economist, Azad Zangana, comments on today's revised UK GDP figures for the first three months of the year, which revealed a greater than expected slowdown in the UK economy. Azad Zangana "Household consumption was one of the...