NN IP: Don’t get mixed up by market messages
Even as the market sends mixed messages, it remains important not to get mixed up about where value can still be found or where it is getting scarce. Our simple truth remains that equities are more attractively valued than bonds.
20.10.2016 | 15:09 Uhr
Asset Allocation
All Mixed Up
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Economic Outlook
Pondering low bond yields
Many investors have been surprised by how low government bond yields have fallen over the past two years. This raises the question to what extent something fundamental has changed in safe Treasury markets. Willem Verhagen discusses. Read more
Equity Strategy
A closer look at US and Eurozone profitability
The earnings season has started and in the US the first results are encouraging. This week we take a closer look at US and Eurozone earnings and show why US companies are more profitable than their Eurozone counterparts. Read more
Fixed Income
Spectacular moves in the UK Gilt market
Government bond yields in core developed markets have been rising since the summer. Especially UK bond yields have staged a remarkable rebound after the sharp fall in the aftermath of the Brexit vote. Senior Strategist Pieter Jansen explains the spectacular moves in the UK Gilt market. Read more
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