Author: Valentine van Nieuwenhuijzen, Head of Multi Asset at NN Investment Partners
Investors will focus on higher yielding assets as the world’s economy continues a slow, long-lasting recovery interspersed with multiple mini-cycles and beset by uncertainty and confusion, NN IP says.
Modest but persistent economic growth and high levels of risk premia will drive investor appetite for higher yielding assets such as fixed income spread products and global real estate, especially when temporary fear factors are tamed.
