Market Talk

Value stocks have clearly been outperforming growth shares in the past few months. Will this continue, or are we set for another false dawn for value investing? In our latest podcast, Nicolas Simar, Senior Portfolio Manager Euro & European High Dividend at NN Investment Partners, shares his views and explores the biggest opportunities for investors.

The markets are having a rocky start to the year, beset by fears about inflation and interest rates. In our latest podcast, Ewout van Schaick, NN IP’s head of Multi Asset, and Niels Bodenheim, head of Alternative Credit, explore how alternative credit can help investors navigate the current volatility.

Is inflation transitory or here to stay? Ewout van Schaick, NN IP’s head of Multi Asset, still believes inflation will return to pre-pandemic levels by the end of 2022. Robert Davis, senior portfolio manager European equities, doesn’t agree. In our final podcast of the year, Van Schaick debates Davis on this hotly contested topic.

After a difficult year for emerging market assets, 2022 could provide another challenging ride. The expected Fed rate hikes bring back memories of the taper tantrum in 2013, when emerging economies suffered from stretched current accounts and over-reliance on foreign investors. In our latest podcast, Marcin Adamczyk, head of emerging market debt (EMD) at NN Investment Partners, explains why this time might be different.

European or US stocks? In this episode of Market Talk, Ewout van Schaick, head of Multi Asset, discusses recent market developments and his outlook for equities. He is joined by Patrick Moonen, Principal Strategist Multi Asset, and Nicolas Simar, Senior Portfolio Manager Euro & European High Dividend, to explore why 2022 might become a positive year for European stocks.

This year has been a stellar year for commodities, and we’ve all seen the recent surge in energy prices. So, what can we expect in the years to come? In our latest podcast, Stan Verhoeven, senior portfolio manager Liquid Alternatives at NN Investment Partners, explains why we might be on the verge of a new commodity supercycle.

In our “Choppy waters” base scenario we expect a volatile 2022 as markets grapple with the normalization of economies following the unprecedented stimulus in the past 18 months. In this podcast we share the highlights from our outlook event. Listen to the view of Chief Investment Officer Valentijn van Nieuwenhuijzen on the risks and opportunities in the year ahead.

Where to start when discussing the current market environment? Supply chain disruptions, rising inflation, looming interest rate hikes and concerns about Chinese growth make it increasingly difficult for investors to see where markets are heading. In our latest podcast, Ewout van Schaick, head of Multi Asset at NN Investment Partners, explores how to invest in this uncertain climate.

Last month, the green bond market passed the milestone of EUR 1 trillion in outstanding debt. In our latest podcast, client portfolio manager Douglas Farquhar explains how investors can benefit from this rapidly growing market.

A few weeks ago, most investors had never heard of Evergrande. Now some market watchers are talking about China’s Lehman moment. In our latest Market Talk, Ewout van Schaick, head of Multi Asset, and Joep Huntjens, head of Asian Fixed Income at NN Investment Partners, discuss what this debt crisis means for China and beyond.