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  • NN IP: Summer drought in spread markets, with Jackson Hole looming

    22.08.2017 | 07:22

    NN IP: Summer drought in spread markets, with Jackson Hole looming

    The Goldilocks scenario continues for spread products. Emerging market debt remains attractive on a risk-adjusted basis in the current environment.

  • NN IP: Sensitivity to a repetitive risk

    21.08.2017 | 14:09

    NN IP: Sensitivity to a repetitive risk

    As long as investors price more Korea risk, EM equities will struggle to outperform. But a further escalation of the conflict still looks unlikely. Meanwhile, EM growth continues to benefit from declining EM interest rates.

  • NN IP: Technologie am Steuer

    21.08.2017 | 11:41

    NN IP: Technologie am Steuer

    Die Outperformance globaler Technologiewerte beruht vor allem auf einer neuen Phase der technologischen Durchdringung zahlreicher Branchen. Insbesondere der Automobilsektor treibt diese Entwicklung voran. Kann die Technologiebranche den breiteren Markt auch künftig übertreffen?

  • NN IP: What will the next US recession be like?

    18.08.2017 | 11:10

    NN IP: What will the next US recession be like?

    Economist Willem Verhagen discusses recession triggers and what we can learn about the next US recession. Strategist Maarten-Jan Bakkum notes that the benign inflation backdrop in emerging markets leaves room for a further decline in interest rates.

  • NN IP: 20 Jahre Asienkrise – was haben wir daraus gelernt?

    18.08.2017 | 10:11

    NN IP: 20 Jahre Asienkrise – was haben wir daraus gelernt?

    Die asiatische Finanzkrise erschütterte vor 20 Jahren die Märkte. Mit Reformen hat die Region seither die Abwehrmechanismen gegen Finanzschocks gestärkt. Heute haben die meisten asiatischen Volkswirtschaften beträchtliche Leistungsbilanzüberschüsse und umfangreiche Devisenreserven, die ihre Währungen gegen spekulative Angriffe schützen.

  • NN IP: The Korean known unknown

    17.08.2017 | 14:42

    NN IP: The Korean known unknown

    Risk appetite recovered rather quickly from last week’s hit caused by the increased tensions between the North Korean regime and US President Trump. We did not see compelling reasons to reduce our allocation towards risky assets.

  • NN IP: China - der 19. Parteitag der Kommunistischen Partei im Blickpunkt

    17.08.2017 | 11:27

    NN IP: China - der 19. Parteitag der Kommunistischen Partei im Blickpunkt

    Das Wirtschaftswachstum Chinas ist zum ersten Mal seit 2009 mehrere Quartale hintereinander gestiegen. Erholung in allen Wirtschaftsbereichen, von den Werkstoffpreisen bis zur Endverbrauchernachfrage.

  • NN IP: Consolidating

    11.08.2017 | 13:49

    NN IP: Consolidating

    Fundamentals remain supportive for risky assets, but some indicators show signs of fatigue and market dynamics are negative. We maintain our overweights in commodities and spreads.

  • NN IP: Some general thoughts on recession triggers

    11.08.2017 | 08:47

    NN IP: Some general thoughts on recession triggers

    Economist Willem Verhagen discusses recession triggers and what we can learn about the next US recession. Strategist Maarten-Jan Bakkum notes good capital flows in emerging markets and looks at politics in South Africa.

  • NN IP: Bond yields have stabilized

    10.08.2017 | 13:49

    NN IP: Bond yields have stabilized

    After a rapid rise in yields at the end of June and early July, government bond markets are in calmer water again – at least for now. The US-German 10-year yield spread has declined significantly this year, to a large extent due to fears of ECB tapering.

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