Q&A
S&P downgrades are not surprising
The initiatives taken by EU leaders to tackle the debt crisis and the agreement reached on raising the US debt ceiling have not been able to reassure financial markets. In addition, disappointing economic data have heightened recession risks. Last Tuesday, August 2, we decided to open an underweight position in equities versus an overweight in fixed income (AAA treasuries).
Downside risks increased; underweight equities
The initiatives taken by EU leaders to tackle the debt crisis and the agreement reached on raising the US debt ceiling have not been able to reassure financial markets. In addition, disappointing economic data have heightened recession risks. Last Tuesday, August 2, we decided to open an underweight position in equities versus an overweight in fixed income (AAA treasuries).
Q&A: Has the crucial crossroad been passed?
On 21 July 2011, European leaders agreed to EUR 109 billion in new financing for Greece, and new measures to prevent contagion to other peripheral countries. How does ING Investment Management judge the current situation? And what are the consequences for our positioning?
Q&A: Time to revert to “risk-on” mode again
The biggest profit gain since 1900 is telling investors this is not yet the time to be risk averse.
Senior Investment Specialist Ad van Tiggelen about Asset Allocation in October.