Market Talk

What type of market will we get in 2023? According to NN IP’s Siu-Kee Chan, this question is nearly impossible to answer. “In any single year over the last two or three years, we probably got it wrong,” he says. In episode 100 of Market Talk, he joins his colleagues Ewout van Schaick and Leroy Tujeehut to explore what lies ahead in the new year. Will central banks still be driving the market, which asset classes will offer the best returns and how can investors position themselves?

After a strong month for bond investors, we asked our LinkedIn audience whether now is the right time to start adding bonds back to your portfolio. Yes, said 63% of the respondents. But Senior Investment Strategist Fouad Mehadi still sees risk for more volatility in the short term. Have the markets become too optimistic? In our latest podcast, Fouad joins Ewout van Schaick, NN IP’s Head of Multi Asset, to discuss the risks and opportunities for bond investors.

Investors applying environmental, social and governance criteria are increasingly faced with incomplete datasets, which limits their ability to make effective investment decisions. Advanced data science solutions can play a crucial role in tackling this issue, says NN IP’s Head of Innovation & Research Sebastiaan Reinders. In our latest Market Talk podcast, he takes us behind the scenes of what NN IP is doing to provide investment teams with the ESG data they need.

Rising inflation coupled with recession fears: are we entering a perfect storm for Dutch residential mortgage investors? No, says Bart Bakx, NN IP’s head of ABS & Mortgages. In this episode of Market Talk, he explains why this asset class might even be more attractive than a year ago.

Are we approaching the bottom in the equity markets? No, says Multi Asset Strategist Aviral Utkarsh. In this episode of Market Talk, he joins Ewout van Schaick, Head of Multi Asset, to explore how investors can navigate this market environment. They also discuss what we can learn from previous bear markets, how rising yields might impact a rebound in stocks and what needs to happen for equities to hit the bottom.

Does the increased carry provide opportunity for European high yield bonds, despite rising rates and economic uncertainty? In this episode of Market Talk, Sjors Haverkamp, Co-Lead Portfolio Manager Global and European High Yield, joins NN IP’s Head of Multi Asset Ewout van Schaick to discuss the attractions and risks of this asset class.

After last week’s gathering in Jackson Hole, it’s clear that the markets should not expect a dovish turn from the Fed and the ECB anytime soon. In our latest Market Talk podcast, NN IP’s Senior Economist Willem Verhagen joins Ewout van Schaick, head of Multi Asset, to discuss the economic outlook and the way forward for central banks.

One of the fastest-growing segments of the fixed income market is social bonds, whose issuance has increased tenfold in the past two years alone. This surge was mainly because of new bonds that provide support for businesses and consumers in the wake of the Covid-19 pandemic.

US stocks will outperform European equities in the second half of 2022, according to three-fourths of the respondents in our poll on LinkedIn last week. But Maarten Geerdink, NN IP’s head of European equities, isn’t convinced. “There are a couple of things that are benefiting European equities.” In our latest podcast, Geerdink joins Patrick Moonen, our Principal Strategist Multi-Asset, to discuss the outlook for European equities.