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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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...