Mon, Jul 25, 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. Opalesque Exclusive: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. Opalesque Exclusive: ArbitrOption outperforms benchmarks, up 7.18% in H1[more]

    Komfie Manalo, Opalesque Asia: Independent registered advisor ArbitrOption breezed through the tumultuous Brexit referendum and outperformed its benchmarks. ArbitrOption was up 7.18% in the first half of 2016 compared to the S&P 500 which gain

  4. Europe - European hedge funds shrink and shutter as turmoil hurts returns, Investors go bargain-hunting for U.K. property after Brexit vote, Brexit: Guidance for fund directors - what to know and what to ask[more]

    European hedge funds shrink and shutter as turmoil hurts returns From Bloomberg.com: Europe’s hedge-fund industry contracted for a sixth straight quarter as the U.K.’s decision to leave the European Union and concerns that China’s growth is slowing caused losses and forced some money man

  5. Platinum Partners starts liquidation of hedge funds following municipal union kickback scandal[more]

    Komfie Manalo, Opalesque Asia: Platinum Partners, the hedge fund in the middle of a New York City municipal union kickback investigation, is reported to be liquidating two of its funds, the New