Sat, Apr 18, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

ING turns its attention to equities and real estate for H2-2013

Wednesday, August 07, 2013

amb
Valentijn van Nieuwenhuijzen
Benedicte Gravrand, Opalesque Geneva:

Valentijn van Nieuwenhuijzen, Head of Strategy at ING Investment Management, is responsible for formulating the firm's macroeconomic outlook and fixed income tactical asset allocation. He recently shared his mid-year asset allocation review with Sona Blessing on Opalesque Radio.

For the second half of this year, despite some concerns in Europe and some weaknesses in emerging markets, the positives in Germany, the U.S. and Japan will ensure that overall global growth will improve, he says. The signals issued by influential central bankers, especially the ECB, the Bank of England and the Federal Reserve will be watched closely.

As for the opportunities, "they are in those asset classes that are most sensitive to global growth," he explains. "We were in an environment where fixed income assets were doing well and investor asset allocation was driven by the search for yields. But now we are seeing that with the turmoil in financial markets, in emerging market debt, in the Treasury markets as a result of less QE in the U.S.; that the attention is shifting to equity and real estate assets. These stand to benefit more from the domestic demand in the developed world."

ING prefers equities and real estate to Treasuries and investment-grade credit, he notes.

The investment firm’s fav......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Tiger Global falls 2.9% in March, down 5.3% in Q1[more]

    From Reuters.com: Investment firm Tiger Global Management, one of the hedge fund industry's most closely watched players, told clients that its hedge fund lost 5.3 percent during the first quarter, an investor said on Wednesday. Much of the decline came in March when the fund lost 2.9 percent,

  2. It’s not just hedge funds—IMF study finds stability risks from ‘vanilla’ funds[more]

    From MarketWatch.com: Leveraged hedge funds and banklike money-market funds are the parts of the asset-management industry most associated with risks to financial stability. But a report from the International Monetary Fund suggests that “plain-vanilla” mutual funds and exchange-traded funds also ca

  3. Hedge funds gain 2.4% in Q1 driven by currency and commodity markets[more]

    Komfie Manalo, Opalesque Asia: Hedge funds posted positive results last March to conclude a strong first quarter, with performance driven by strong macro trends in currency and commodity markets, complemented by broad-based gains and positioning in event driven, equity hedge and fixed income-b

  4. Hedge funds looking to continue their rally in Q2[more]

    Komfie Manalo, Opalesque Asia: Hedge funds finished the first quarter on a strong note and are looking to continue the rally in the second quarter, said Lyxor Asset Management in its Weekly Brief. The Lyxor Hedge Fund Index is up 0.4% over the week

  5. Hedge funds down -0.17% in March (+1.23%YTD)[more]

    Bailey McCann, Opalesque New York: The hedge fund industry produced an aggregate return of –0.17% in March to end Q1 2015 up 1.23%, compared to the S&P 500 which increased 0.96%, according to the latest data from eVestment. Hedge fund performance returns were mixed in March amid increased equity

 

banner