MindScope
Covered Bonds: Attractive instruments to diversify a fixed income portfolio
Fixed income investors are facing a difficult choice between accepting very low yields on the safest bonds and the increased uncertainty of bank debt. They look for alternatives to increase yields without taking significantly more risk. Covered bonds can meet these requirements as they provide an attractive spread versus government bond yields and the additional security relative to unsecured bank debt.
Solvency II
Solvency II is of paramount importance to insurance companies and many pension funds in Europe. Insurance companies need to comply in full. Pension fund solvency requirements evolve in the same direction. The transition period has commenced.
Dividends: a comfort in uncertain times
Dividends are more stable than earnings. In the longer term, dividend and dividend growth in general account for two-thirds of total equity returns. It is surprising that there are still investors who disregard dividend investing.
Eurozone moves to a binary endgame
The Eurozone endgame is about saving the Titanic and building a better ship: fortifying official financing flows and improving the institutional design.
The search for yield: Investing in turbulent markets
The search for yield is a key theme in the investment society, and we believe it will continue to be so in the coming years. While structural factors such as the ageing society and deleveraging are the dominant drivers behind it, market shocks contribute to more focus on the risk/return characteristics of an investment.
MindScope: ING Emerging Market Debt Opportunities
Invest in a strategy that grasps all opportunities of a very promising and fast-growing asset class.
MindScope: The search for yield
The search for yield is a key theme in the investment society, and we believe this will continue to be so in the coming years.
About EMD Strategy & Outlook Q2