NN IP: Why we prefer Japanese to Eurozone equities

Asset Allocation

Central bankers drive markets

We have seen many monetary magic shows by now, but central bankers still attract global investors in droves when they appear on the policy stage to unveil their latest trick. Or is it more than just an act of make-believe? Read more

Economic Outlook

Reasons for the Fed to be dovish

The Fed, which yesterday left its policy interest rate unchanged while signalling a likely increase by year-end, has become a lot more dovish  since the rate hike of last December. This week we highlight three possible reasons for that. Read more

Equity Strategy

Why we prefer Japan to the Eurozone

The Bank of Japan introduced new policy tools yesterday, which could make future easing more effective. Read more


Commodities

A look at the key drivers of commodity prices

Despite improving Chinese economic data, commodity prices have been under pressure recently. A stronger dollar, partly due to rising Fed hike expectations, was one of the reasons. Seasonality also plays a role in commodity pricing, and currently supports industrial metals while being a headwind for energy prices. Read more