Higher rates weigh on EMD more than geopolitics
The unrest in the Middle East has affected Emerging Market Debt (EMD) through rising rates and higher risk premiums. There is no indication, for now, of a structural deterioration in credit risk.
‘Health care can regain its role as a safe haven’
The health care sector continues to lag behind the broader equity market, but according to sector analysts, investor pessimism is overdone. Innovation, improving earnings growth, and declining political risks could give the sector renewed momentum in the coming years.
Brazil’s equity market still priced for skepticism
Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall.
‘Coffee prices are excessively high’
Volatile prices make the coffee market an attractive arena for trading. However, downside risks currently dominate, experts warn.
‘Cocos have never been safer’
The solid balance sheets and high profitability of banks provide a strong foundation for deeply subordinated bank bonds. They offer high returns at low risk.
Momentum has slowed, but the appetite for green bonds remains strong
Growth in the sustainable bond market has stalled, but experts don’t foresee refinancing issues. The demand for green debt securities remains high.
‘Gold could still double in price’
After years of underperformance, investors are once again paying attention to commodities. They are using gold to hedge against higher inflation but also recognize the growth potential tied to the energy transition.
Why European smallcaps are outperforming US peers
European smallcaps have delivered significantly better results this year than their US counterparts. Yet smallcaps weighed on ING’s portfolio returns.
‘In extreme scenario silver could surge to 100 dollars’
After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.
‘In extreme scenario silver could surge to 100 dollars’
After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.