Wed, Sep 20, 2017
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. Asia - Hedge funds used to love shorting China. Now, not so much, Fledgling China FoFs require careful use: NCSSF, Amac, Japanese banks turn to PE, hedge funds for returns[more]

    Hedge funds used to love shorting China. Now, not so much From Bloomberg.com: A sharp devaluation. A credit crisis. And an economic hard landing. That's what some of the biggest names in the hedge fund industry were predicting for China after the nation's stocks and currency tumbled in 2

  2. Launches - Orchard launches new credit platform, ETN based on hedge fund to launch on the LSE[more]

    Orchard launches new credit platform Orchard Platform has rolled out Deals as a part of its new platform launch. With the addition of Deals to their suite of technology solutions for loan originators and institutional investors, Orchard Platform takes the next step in their evolution. De

  3. Neuberger Berman closes $1.1bn Credit Opportunities Fund[more]

    Neuberger Berman, a private, independent, employee-owned investment manager, announced that NB Private Equity Credit Opportunities Fund LP closed on $1.1 billion of limited partner commitments. The Fund seeks to invest in the secured and unsecured debt of private equity-backed companies, primarily i

  4. Capital Dynamics launches mid-market private credit business[more]

    Capital Dynamics, a global private asset manager, has launched a dedicated Private Credit Asset Management business. Experienced industry executives Jens Ernberg and Thomas Hall have joined Capital Dynamics to co-lead the company's new private credit initiative. They are based in Capital Dynamics' N

  5. ...And Finally - FAN-antic[more]

    From Newsoftheweird.com: Jeffrey Riegel, 56, of Port Republic, New Jersey, left 'em laughing with his obituary's parting shot at the Philadelphia Eagles. In it, Riegel asked that eight Eagles players act as pallbearers, "so the Eagles can let me down one last time." Riegel owned season tickets for 3