Hot Topics
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Source: looking for other weightings than cap weighted very useful
Sjef Pieters
Can ETFs in NL become as popular as in the US?
The trend for ETF usage seems to be on a strong upward trajectory in most European markets, including Netherlands, so I wouldn’t be surprised to see ETFs feature much more prominently in investors’...
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Bill Hench: lots of attention for the large caps totally no problem
Bill Hench, portfolio manager, Royce & Associates
What is your outlook for US and European stock exchanges / equity markets in the coming years?
There are more than a handful of reasons for my optimism about the U.S. small-cap market. For a long time,...
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Eurozone equity risk premium much higher than the US premium despite ECB efforts
Patrick Moonen
The extra return that investors are demanding to buy Eurozone shares instead of US shares is the highest it has been since 2012, according to new analysis by NN Investment Partners.
NN IP observes that the cost of equity, or the minimum return...
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What is value investing?
Value investing is an investment paradigm that derives from the ideas on investment that Ben Graham and David Dodd began teaching at Columbia Business School in 1928 and subsequently developed in their 1934 text Security Analysis. Although value investing has taken...
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Why diversification is so needed
“The only free lunch is spreading” is a common saying in the investment world. This means in short that you can optimise your portfolio by spreading your investments. The key message of spreading is that you shouldn’t put all your eggs in one basket. I explain it...
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NN IP indicator shows monetary conditions in emerging markets easier now than at any time in last three years
Jan-Maarten Bakkum
Analysis by NN Investment Partners shows monetary conditions in Emerging Markets (EM) are easier now than at any time in the last three years, helping to support the sector’s economic growth as data points to a continuing slowdown in China....
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CFA survey shows global investment professionals think impacts of Brexit will be ongoing
CFA Institute, the global association of investment professionals, has asked its global member base to gauge the likelihood of potential outcomes of a British exit (Brexit) from the EU. The purpose of the survey was to understand global investors’ views on thelikely...
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European High Yield is still an attractive yield play, says NN Investment Partners
Sjors Haverkamp
European High Yield (HY) debt has performed quite well so far this year, with a total return of 4% for the asset class1 over the first six months of the year. Going forward, NN IP believes European HY still represents an attractive asset class...
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Neuberger: 'Helicopter money' time
Brad Tank
One of the key questions
today is the ability of
global economies to
deliver better growth.
Unfortunately, although
central banks can provide some
support, at the end of the day
they cannot address the growth
issue on their own. Indeed, then
Fed Chairman...
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Sanlam: "Look beyond staples"
Colin McQueen
The spread of valuations
across the market is
currently extremely wide,
similar to what was witnessed
during the tech bubble. When
you see this sort of phenomenon,
it usually means investors must
pay more attention to valuations.
Investors today...
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A visit to Europe's Balkan frontier
Oliver Bell
Earlier this year we went
to the Balkans to visit the
frontier markets of Croatia,
Slovenia, and Serbia.
It was our first serious team
trip to the region and it was an
interesting time, given all three
are now starting to gain some
meaningful growth...
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Nordea: "Making macro calls doesn't work"
fter years of a largely
benign environment,
heightened volatility has
re-emerged in markets over the
past 12 months. Investors in DGFs
are now starting to take notice.
Thomas Nehring
Most DGFs broadly have
similar aims – equity-like returns
with lower volatility,...
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Global Investors Drawn to U.S. Credit Markets
Mark Kiesel
In many ways, 2016 has been the year of bonds, at least so far: Global aggregate bond markets have outperformed global equity markets year to date. That leaves many investors wondering if bonds still offer value, given their low yields.
Though...
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NN Investment Partners overweights ‘extremely undervalued’ banking sector in Europe
Nicolas Simar
NN Investment Partners’ (NN IP) European high dividend strategies are overweight the banking sector, which it now sees as extremely undervalued.
The Eurozone High Dividend strategy and the Pan-European High Dividend strategy both have just over...
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Here we go
Author: Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment Partners
Maarten-Jan Bakkum
It took a while, but a new positive trend for emerging markets finally seems to have started. Emerging equity markets bottomed in January. Strong...
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