Archive 2012
Bids in Senior Loan market reach 2012 high
ING Investment Management (ING IM) observes that new issue supply continued to ramp up in late April as the aggregate forward calendar jumped to a 41-week high of $31.8 billion.
Portugal poses a bigger contagion threat than Spain
ING Investment Management believes that despite growing concerns about Spain’s economic problems, Portugal poses a greater threat to the European Union.
Higher earnings growth and dividend yield push Emerging Market equities ahead of Developed world
Offering greater growth in sales, earnings and dividend pay-outs and supported by stronger balance sheets and cheaper valuations, emerging market companies look set to overtake their developed market counterparts.
EMD hard currency outlook positive for 2012 as Europe and Africa outperform regionally
With economic growth bottoming out, generous liquidity and attractive valuations, ING Investment Management (ING IM) predicts a strong year for Emerging Market Debt Hard Currency.
Senior loan prices push to 2012 high as market rides on-going wave of technical strength
ING Investment Management (ING IM) predicts a strong year for Senior Loans as technical conditions show no indication of changing soon.
Undervalued European property stocks, coupled with solid dividends, make attractive targets
European property stocks mostly trading at discounts to the value of their underlying property portfolios, offer an attractive investment opportunity as the recent Greek debt bailout deal should help relieve downward pressure on prices stemming from the eurozone’s sovereign debt crisis. The diverse financing options of Europe’s leading real estate companies stemming from their solid dividend yields, backed by high quality hard assets, are other factors suggesting investors should take a close look at the sector.
Attractive yields expected in combination with good credit fundamentals key drivers for success of High Yield in 2012
ING Investment Management (ING IM) predicts a strong year for High Yield. The current attractive yield of 7 to 8% in combination with solid company credit fundamentals continues to attract new investors into the asset class.
Strong fundamentals in Asian bond market to remain in 2012
ING Investment Management (ING IM) believes investors continue to underestimate the opportunities the Asian Fixed Income securities offer over the long term.
About EMD Strategy & Outlook Q2