Archive
Monthly Investment Newsletter September 2010: How to position for further disinflation?
Investment View - US decoupling debate important for risky assets, says ING Investment Management
ING Investment Management (ING IM) warns double dip fears for the US economy are clearly on the rise.
2010: a lost year for equities?
At the beginning of this year, many analysts thought that 2010 would be a year of strong (25%) profit growth, handsome equity returns and meagre returns on government bonds.
Q&A: No longer an overweight position in equities
The Strategy & TAA Group of ING Investment Management has decided to remove the overweight position in equities versus fixed income in multi-asset portfolios. We now adopt a neutral stance. We also reduced our overweight commodities to neutral.
Market Outlook: Veering between confident and jittery
Disappointing news in US, UK and Japan
Equities: please don’t supersize me!
In the second half of 2009 many market commentators, including ourselves, thought that 2010 would become a great year for Mergers & Acquisitions.
Investment View - ING Investment Management favours UK and German equities in Europe
ING Investment Management’s (ING IM) recent economic research highlights the short to medium term benefits of investing in UK and German equities.
Senior Investment Specialist Ad van Tiggelen about Asset Allocation in July.