Eurozone offers solid dividend growth potential, NN IP says
Author: Bruno Springael, Senior Portfolio Manager, Global High Dividend at NN Investment Partners.
Bruno Springael
The Eurozone offers solid dividend growth potential of any developed region in the world, according to NN Investment Partners (NN IP). “While...
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Emerging Markets Under President Trump: Mexico’s Economy And Its Perfect Storm In 2017
Rising Inflation, Falling Peso Dominate Outlook
Lower growth and the potential of a renegotiation of the North American Free Trade Agreement (NAFTA) occurring this year, among other risk factors, are creating what some market analysts are now referring to as...
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Bonds are different
by James Moore
The logical argument for passive investing in financial markets is straightforward: In sum, the returns of all investors aggregates to the performance of the markets; throw in fees and the average net return above the market for active investors...
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Emerging Markets Under President Trump: Part I
As US Administration Takes Shape, Emerging Markets Watch
Jan Dehn, head of research at emerging market specialist investment management firm Ashmore, recently discussed US President Donald Trump’s attempt to make Mexico pay for a proposed wall along the US-Mexico...
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European long/short : scenarios for 2017
Michael Browne & Steve Frost, Portfolio Managers, European Long/Short, at Martin Currie (a Legg Mason affiliate)
Michael Browne
Political shocks and economic uncertainty were the norm across global markets in 2016 and Europe was frequently centre stage....
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All dividends are not equal in a rising rates environment
Author: Nicolas Simar, Head of Equity Value at NN Investment Partners
Nicolas Simar
Over the course of the year 2016, investors increased their risk appetite as global growth improved and oil prices made a sharp rebound. The last months of the year were characterized...
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The industry's top tech trends
By Alex Kerry, head of Winterflood Business Services
What can be disrupted
will be disrupted. This
is the universal law
of innovation and it is a concept
the financial services industry will
have to embrace as technology
rapidly transforms the saving and
investing...
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Evenlode's 2017 dividend prospects
By Hugh Yarrow, Evenlode
The dividend outlook for
the UK remains mixed.
Dividend cover for the
overall market has fallen over
the last few years with corporate
growth under pressure from a
patchy economic backdrop. Debt
levels have also been rising,
as companies...
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Value in Scandinavia
By Ugo Lancioni
The New Year started
positively – with US equity
markets reaching all-time
highs and relatively low levels of
risk aversion, despite the high
degree of political uncertainty.
In the US, fundamentals are
robust and improving. With
the Fed expected...
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Industrials to thrive under Trump
By Michael Russell
The US market is set to
finally shift from the 'new
normal' of low interest
rates, low inflation and limited
growth that has dominated since
the recession.
With President Trump vowing
to ramp up fiscal stimulus at a
time when unemploymentis...
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Is hope 'Trumping' reality?
By David Eiswert, T. Rowe Price
What a year 2016
was for investors.
An early year bear
market gave way to a full-on
cyclical bull market that powered
through Brexit, Donald Trump's
US presidential victory, as well as
general weakness in economic
growth and...
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NN IP believes EM debt will perform well despite rising US rates and a stronger dollar
Marcelo Assalin
Despite quite some volatility, 2016 proved to be a very strong year for emerging market debt (EMD). Hard currency bonds, local currency bonds and EM corporate debt all realized returns of 10% or more. NN Investment Partners believes that – despite...
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How we extrapolate the past…
Guido Balthussen
Author: Guido Baltussen, Head of Quantitative Research & Strategy Fixed Income and Multi-Asset at NN Investment Partners, and Associate Professor, Erasmus University Rotterdam.
We fall prey to the extrapolation bias, which means we have...
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World trade wipes out losses of previous months, but too early to cheer
Global trade bounced back strongly in November 2016 after a weak performance during the first ten months of last year. But monthly data on world trade are very erratic and subject to large revisions, so it is too early to cheer. Also because structural driversof...
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More than 25,000 Investment Professionals Worldwide Pass Level I CFA Exam
CFA Institute, the global association of investment management professionals, reports that 43 percent of the 59,627 candidates that took the Chartered Financial Analyst (CFA) Level I exam in December 2016 have passed. These successful candidates now progress to...
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