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What type of market will we get in 2023? According to NN IP’s Siu-Kee Chan, this question is nearly impossible to answer. “In any single year over the last two or three years, we probably got it wrong,” he says. In episode 100 of Market Talk, h
Over the past century, the average returns of small cap stocks have exceeded those of large caps. But in the past year or so, small caps have been lagging. Will they bounce back in 2023?
After a strong month for bond investors, we asked our LinkedIn audience whether now is the right time to start adding bonds back to your portfolio. Yes, said 63% of the respondents. But Senior Investment Strategist Fouad Mehadi still sees risk
Investors applying environmental, social and governance criteria are increasingly faced with incomplete datasets, which limits their ability to make effective investment decisions. Advanced data science solutions can play a crucial role in tack
Rising inflation coupled with recession fears: are we entering a perfect storm for Dutch residential mortgage investors? No, says Bart Bakx, NN IP’s head of ABS & Mortgages. In this episode of Market Talk, he explains why this asset class might
Are we approaching the bottom in the equity markets? No, says Multi Asset Strategist Aviral Utkarsh. In this episode of Market Talk, he joins Ewout van Schaick, Head of Multi Asset, to explore how investors can navigate this market environment.
Does the increased carry provide opportunity for European high yield bonds, despite rising rates and economic uncertainty? In this episode of Market Talk, Sjors Haverkamp, Co-Lead Portfolio Manager Global and European High Yield, joins NN IP’s
After last week’s gathering in Jackson Hole, it’s clear that the markets should not expect a dovish turn from the Fed and the ECB anytime soon. In our latest Market Talk podcast, NN IP’s Senior Economist Willem Verhagen joins Ewout van Schaick,
One of the fastest-growing segments of the fixed income market is social bonds, whose issuance has increased tenfold in the past two years alone. This surge was mainly because of new bonds that provide support for businesses and consumers in th
US stocks will outperform European equities in the second half of 2022, according to three-fourths of the respondents in our poll on LinkedIn last week. But Maarten Geerdink, NN IP’s head of European equities, isn’t convinced. “There are a coup
As sustainable finance graduated from the periphery to the core, the market became a lot more competitive, says John Goldstein, head of the Sustainable Finance Group at Goldman Sachs.
Does the recent rise in yields mark the end of a three-decade bull run in bonds? In our latest podcast, we hear from Sylvain de Ruijter, NN IP’s head of fixed income rates, who joins Ewout van Schaick, head of Multi Asset, to discuss previous b
In this special episode, our CIO Valentijn van Nieuwenhuijzen sits down with David Solomon, Chairman and CEO of Goldman Sachs. Their conversation covers a range of topics, from the state of the global economy and the investment industry to the
A week ago, the S&P 500 was on the brink of a bear market. But then equities bounced back to record their best week since November 2020. So are we out of the woods, or will we go back to bear market territory? In our latest podcast, NN IP’s hea
What’s the most important driver of investors’ decisions? Is it rational thinking or gut feeling? Researchers at Rotterdam School of Management and NN Investment Partners explored this fascinating question in their recent study, “Affective brai
As global bond markets continue to sell off, where can investors find shelter? Ewout van Schaick, NN IP’s head of Multi Asset, talks about inflation, the extreme volatility in bond markets and why equities might be the only place to hide right
Sustainability investing has tended to focus on the environmental side – the E in ESG. But as the pandemic exacerbated the social inequalities in our societies, investors seem to be putting more and more emphasis on the S, the social side of th
Will energy supply concerns over the war in Ukraine slow down the renewable energy transition? No, said 65% of the respondents in a recent poll that we posted on LinkedIn. Oskar Tijs, senior portfolio manager sustainable equity at NN IP, is fir
The war in Ukraine has left many people feeling powerless. Last week, NN Investment Partners stopped new investments in Russian and Belarussian securities. What else can investors do? In our latest podcast, Adrie Heinsbroek, NN IP’s Chief Susta
The full-scale Russian invasion of Ukraine has roiled the global financial markets. In this episode, Senior Economist Willem Verhagen joins Ewout van Schaick, NN IP’s head of Multi Asset, to explore what the conflict means for the European econ
Value stocks have clearly been outperforming growth shares in the past few months. Will this continue, or are we set for another false dawn for value investing? In our latest podcast, Nicolas Simar, Senior Portfolio Manager Euro & European High
The markets are having a rocky start to the year, beset by fears about inflation and interest rates. In our latest podcast, Ewout van Schaick, NN IP’s head of Multi Asset, and Niels Bodenheim, head of Alternative Credit, explore how alternative
Is inflation transitory or here to stay? Ewout van Schaick, NN IP’s head of Multi Asset, still believes inflation will return to pre-pandemic levels by the end of 2022. Robert Davis, senior portfolio manager European equities, doesn’t agree. In
After a difficult year for emerging market assets, 2022 could provide another challenging ride. The expected Fed rate hikes bring back memories of the taper tantrum in 2013, when emerging economies suffered from stretched current accounts and o
European or US stocks? In this episode of Market Talk, Ewout van Schaick, head of Multi Asset, discusses recent market developments and his outlook for equities. He is joined by Patrick Moonen, Principal Strategist Multi Asset, and Nicolas Sima
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