ING Group's global asset management organisation
With sovereign bond yields in the major developed markets hovering around 2%, .......
The start of the year has been positive for risky assets such as equities. Especially emerging markets and the developed Asian markets (ex Japan) stand out. Sector-wise, cyclical sectors are the clear outperformers. Are we just facing a short-lived New Year’s rally or is this the beginning of a prolonged cyclical equity uptrend?
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Market Commentary