Hot Topics

Risk appetite falls as reality of Brexit sets in for investors
Investors are minimising their risk profiles in the wake of major uncertainty in global markets in recent months, according to the findings of the latest Risk Rotation Index by NN Investment Partners1, which was conducted in August 2016, two months after the British...
Mapping the mood of ‘Mr Market’
Valentijn van Nieuwenhuijzen Despite the fact that financial markets are currently back in calmer waters, investors are still adjusting to the ‘new normal’ of persisting negative yields, political uncertainty, slowing growth and ultra-low savings rates. Uncertainty...
Printed freedom
Philipp Vorndran Leading economists are discussing whether it makes sense to eliminate cash, or at least limit it, in order to prevent terrorism, illegal employment and tax evasion. We should not allow ourselves to be misled. The proposal is actually based on...
Don’t fight the Fed
Author: Valentijn van Nieuwenhuijzen, Head of Strategy, at NN Investment Partners Valentijn van Nieuwenhuijzen Do the names Stanley Fischer or Lael Brainard say anything to you? Maybe not. Yet most of the followers of the financial markets treat their words...
A Pointless Distinction
Active or passive – what is the better way to invest? In the view of Kurt von Storch, Co-Founder and Director of Flossbach von Storch, this question is not important. Investors should be concentrating on other things. Kurt von Storch “We are continuously asked...
Equity strategies remain most popular with investors in Q3
Patrick Moonen Equity strategies remain the most popular with investors, with more than a third (37%) of them in Q3 this year favouring the asset class over the next six to 12 months in terms of risk/return1, according to NN Investment Partners (NN IP). Other...
Bigger differences
Author: Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment partners Maarten-Jan Bakkum The gradual recovery of economic growth in emerging markets in recent months has recently turned down again. This is disappointing, especially because...
CFA INSTITUTE: Corporate Governance Policy in the European Union: Through an Investor’s Lens
A patchwork approach to corporate governance regulation has created an imperfect system which needs a holistic policy approach to meet investor needs. Josina Kamerling A new report by CFA Institute, Corporate Governance Policy in the European Union: Through...
Secrets of contrarian success
Buy low, sell high. This investment strategy is the only way to outperform the market in the long run. It requires an understanding of why good companies are sometimes undervalued, so 'hidden gems' can be distinguished from 'value traps'. A longer investment horizon...
Helicopters starting up
There was the unmistakable sound of helicopters being wheeled out of hangars by the Bank of Japan this month. Markets had expected a commitment to negative rates combined with a tweak to the bonds purchasing program to steepen Japan's yield curve. Instead, Governor...
High yield issuance bounces back
Issuance in the European HY primary bond market sprung back to life this month. This could help to temper the strong technical factors that dominated the market over the summer. Since late June, expectations that major central banks will stay accommodative forlonger,...
Investors point to Asia in their search for the most positive EMD valuations, according to survey
Marco Ruijer Asia has been identified as having the most positive Emerging market debt (EMD) valuations according to over half (56%) of investors surveyed on the most attractive emerging markets for investment. The findings have been announced as part of research...
Fears of a further break-up of the EU boosts attractiveness of EMD
Emerging market debt (EMD) has been identified as becoming increasingly attractive in the wake of Brexit, not least due to growing fears over the risk of a further break-up of the EU, according to the findings of the latest survey focusing on EMD by NN Investment...
Harvest Global Investments Ltd has appointed Ashley Dale as Chief Bus. Dev. Officer and CMO
Harvest Global Investments Ltd (‘HGI’) has appointed Ashley Dale as Chief Business Development Officer and Chief Marketing Officer. Based in Hong Kong and reporting to James Sun, CEO, he heads the marketing and overall business development for Asia, North &...
Investor demand for EM debt set to rise on diversification benefits and attractive valuations, survey shows
Diversification benefits and attractive valuations are the two main reasons cited by institutional investors for an anticipated rise in exposure to emerging market debt, according to the a survey by NN Investment Partners.1 More than half (54%) of respondents...