Mon, Feb 8, 2016
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. How Einhorn survived a nightmare year[more]

    From Bloomberg.com: Even when a hedge fund has an awful year, which was the case for David Einhorn's Greenlight Capital, there are lessons to be learned. Many funds would have had a tough time surviving a year like Einhorn experienced in 2015, when all the stars seemed to align against him and Green

  2. Legal - Hedge fund founder wins early release in U.S. insider trading case, Gramercy seeking $1.3 billion from Peru over land-bond dispute[more]

    Hedge fund founder wins early release in U.S. insider trading case From Reuters/Streetinsider.com: Former hedge fund manager Doug Whitman on Tuesday won a reprieve from serving the remainder of his two-year sentence for insider trading after several judges expressed skepticism that his 2

  3. Investing - David Einhorn finds a winner in Michael Kors[more]

    From Thestreetinsider.com: Greenlight Capital hedge fund manger David Einhorn took his lumps in 2015. The fund lost over 20 percent on the year amid bets gone bad being long a plunging SunEdison and short a couple high-flying FANG stocks. However, today Einhorn is again showing his stock picking pro

  4. Investing - Avenue Capital's Marc Lasry: We like European bank loans, Comment: A bunch of hedge fund managers are chasing the 'dream of crushing a major structural problem'[more]

    Avenue Capital's Marc Lasry: We like European bank loans From CNBC.com: European banks are under immense pressure, but at least one prominent hedge fund has found what it thinks is a good opportunity in the wreckage. Marc Lasry, co-founder and chief executive of hedge fund Avenue Capital

  5. Computer-driven hedge funds make money during January’s selloff[more]

    Komfie Manalo, Opalesque Asia: Commodity trading advisers (CTAs) that use computer programs to guide how they trade, made millions of dollars during last month’s market selloff on the back of declining oil prices and global equities and big moves in currencies. Data provider