Illiquid asset classes surge in popularity
Private equity, infrastructure and private debt appeal amid volatile markets
NN Investment Partners
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US equities advance makes European investors run
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar, but Europe’s investors are not buying it.
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Commodities support strong despite political uncertainty – NN IP
Support for commodities prices is strong despite the significantly political uncertainty around the world at the moment, according to NN Investment Partners.
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NNIP goes overweight commodities
Last week’s surprise OPEC deal has prompted NN Investment Partners’ (NNIP) to upgrade commodities to a small overweight in its multi-asset portfolios.
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EMD popularity could rise further amid EU break-up threat – survey
Close to half (41%) of investors believe that fears of further break-up of the European Union will make emerging market debt more attractive to investors going forward, according to a study by NN Investment Partners.
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Eurozone risk premium staying higher than US despite QE – NN IP
Prolonged political uncertainty and flaws in the institutional framework have kept eurozone equity premium risk at its highest level since the ‘09 global financial and ‘11 eurozone crises, according to new data by NN Investment Partners.
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EM currencies set to strengthen – NN Investment Partners
Emerging market currencies are set to strengthen even further despite the significant appreciation from lows already seen this year, said NN Investment Partners.
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EM looks better on a relative risk basis now – NN IP
NN IP has increased its exposure to emerging markets from neutral to medium overweight due to growth, earnings momentum, risk profile and valuations data.
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Hedge fund-like or hedge fund-lite? Traditional risks and returns from an old favourite
Hedge funds have been blamed for many investment ills but their underlying investment strategy remains strong as the new alternative Ucits products are proving.
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Institutional investors moving away from traditional bond exposure – research
A study by NN Investment Partners shows that nearly half of investors are worried about bonds not offering as much capital protection as previously.
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No consensus on bond market prospects, survey finds
Investors are split virtually down the middle as to whether fixed income markets will improve or deteriorate over the next three to five years, a survey has found.
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Bonds managers need more skill than 10 years ago – survey
Fixed income fund managers need greater skill to succeed than a decade ago, according to a survey by NN Investment Partners.