Jeroen Boogaard

European smallcaps have delivered significantly better results this year than their US counterparts. Yet smallcaps weighed on ING’s portfolio returns.

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.

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.

Investors still too often view emerging market debt (EMD) as a simple choice between hard and local currency. That’s a missed opportunity, says Cathy Hepworth, who established PGIM Fixed Income’s EMD team 30 years ago. According to her, the true strength of the asset class lies in its diversity.

The development of artificial intelligence (AI) is set to transform many industries. In addition to the software sector, heavy industry and mining may be among the biggest winners, according to experts.

The underweighting of expensive U.S. growth stocks is playing into the hands of dividend strategies. Investors are once again showing interest in boring companies with stable dividends.

According to experts, it takes a lot to bring down the global high-yield market. The high effective yields help absorb rising credit losses in a recession.

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing greater investment discipline. However, an increasing oil supply is dampening short-term expectations.

European banks are in solid financial shape, and interest income is exceeding expectations. Still, bank analysts are raising eyebrows at the sector’s sharp rally.

Stock prices in the healthcare sector are on the rise. Innovation is driving growth, and investors appreciate the defensive qualities of the sector, experts say.