BoE latest Credit Conditions Review says “Mixed News on Bank Funding Conditions”
There was mixed news on bank funding conditions in 2016 Q4. Sterling swap rates rose in Q4, although they remained below the levels observed at…
Features
NN IP: Global capex set to expand
Global capital expenditure is set to expand this year after two years of negative growth as confidence rises in the corporate sector and the oil…
BIS says range of factors led to sterling ‘flash event’
The Markets Committee has released its analysis of the 7 October 2016 ‘flash event’ during which sterling depreciated by around 9% versus the dollar in early…
ICE: Trump Trade Unwinding
Although the President-elect’s first press conference was filled with fireworks, observers have criticised the appearance for lacking substance and detail, leaving investors with a sense…
Four unfortunate misconceptions about convertible bonds
By Tarek Saber, Head of Convertible Bonds & Lead Portfolio Manager Convertible Bonds at NN Investment Partners Convertibles can offer great portfolio diversification opportunities. Nonetheless, institutional…
NN IP sees two or three US interest rate hikes in 2017
The Federal Reserve’s interest rate policy will continue to be gradual, with two, possibly three, hikes in 2017 and four in 2018, according to NN…
ICE: Optimism High As 2017 Begins
Financial markets appear to be firing on nearly all cylinders as the new year gets underway, with focus on a steady stream of strong economic…
Avelacom expands its pan-European 100G fiber network to support demand for low latency data flow
Avelacom has completed a new segment of DWDM network, designed to be the lowest latency route between London – Moscow. The project includes deploying 900…
Investors’ risk appetite returns after political upsets of 2016
Investors’ risk appetites are returning after the shock of the UK’s Brexit vote in June, according to the findings of the latest Risk Rotation Index…
Deutsche Börse: Ten years of ETCs trading on Xetra
Exchange traded commodities (ETCs) have been tradable via Xetra for ten years now and they complement the investment opportunities offered by exchange traded funds (ETFs). It is not possible to…
ERC Chart of the Week: US Trade in Goods with China
The Economic Research Council’s chart demonstrates the extent to which the two countries’ economies are intertwined and the enormity of the US trade deficit with…
The Impact of Brexit on Hedge Funds: Year-End 2016 Update
For their year-end update on attitudes to Brexit in the hedge fund industry, Preqin surveyed 276 hedge fund managers and 108 investors in November 2016 and…
2017 Outlook: BofAML Calls Heads or Tailwinds as Markets Swing on Policy Shifts
BofA Merrill Lynch Global Research has issued its outlook for the markets in 2017, with cautious optimism for accelerating U.S. and global economic growth, improving corporate…
India’s currency move: short-term pain versus long-term gain
By Kannan Venkataramani, Senior Portfolio Manager Asian Equity at NN Investment Partners As bold economic actions go, few can rival the Indian government’s decision to…
Saxo Bank’s 10 Outrageous Predictions for 2017
Saxo Bank has released its annual set of ‘Outrageous Predictions’ for the year ahead. Continuing in the tradition of making a selection of calls aimed…
NN IP Outlook 2017: The year of reflation
Political uncertainty will likely be a dominant theme on financial markets in 2017, but it does not need to drag down the real economy. In fact, a…
The future of the Eurozone: can the cracks in the foundation be repaired?
NN IP examines the various scenarios that may be the future of Europe, and what each might mean for financial markets and for investors. Where…
CNY weakness to continue
Sean Yokota, Head of Asia Strategy at SEB, comments on the current Chinese yuan weakness trend versus USD: “CNY has been one of the worst…
Outshining China
By Joep Huntjens, Lead Portfolio Manager, Asian Debt Hard Currency & EM corporate Debt at NN Investment Partners China’s economy has been eerily steady this…
2017 Market Outlook: Cash And Sovereign Debt Favoured
Investors should expect equities and real estate to deliver the best returns in 2017, according to the 2017 Market Outlook from Source. However, the firm…