Press releases / Investment views

High Yielding Bonds most attractive Fixed Income Opportunities in 2012 in face of uncertain market outcomes

Against a backdrop of fragile and dispersed growth and significant policy headwinds on the fiscal side, ING Investment Management (ING IM) believes that these high yielding asset classes will benefit from continued healthy underlying fundaments, improving corporate confidence and data surprises and strong conviction of its bottom-up analysts.

ING provides update on restructuring plans

Widening FX basis swap masks more critical relationship between Euro and US banking systems

However, a wider Euro basis swap does not necessarily mean a negative Euro, according to ING IM

Threat of a Eurozone meltdown and a Chinese hard landing will continue to pose risk to Commodities in 2012, ING IM predicts

While uncertainty around the Eurozone and China will pose tail risks, ING Investment Management (ING IM) believes that lean business inventories, a possible bottoming in short term global leading economic indicators and unwinding of speculative positioning - already well advanced - all constitute glimmers of hope.