Authors: Valentijn van Nieuwenhuijzen, Chief Investment Officer at NN Investment Partners & Mark Robertson, Senior Portfolio Manager Multi-Asset at NN Investment Partners
Key expectations in NN Investment Partners’ (NN IP) 2017 Mid Year Outlook:
Robust and balanced global growth outlook
Gradual central bank tightening as inflation (expectations) remains low
Towards more cohesion in Eurozone politics while US political risks remain alive
Equities supported by accelerating earnings growth; risk premium has room to fall
Government bond yields should slowly move higher, pulled by the US
Fixed Income spread products in demand as income is still searched after
Studying investor behaviour essential to understand what is driving markets
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