ING Investment Management Market Perspectives
First Quarter Global Expansion Intact Despite Challenges
The first quarter of 2014 is in, and it was anything but decisive,featuring a mix of good and bad news and a lot of surprises that were, well, surprising.
Global Perspectives: Weekly Commentary and Statistics
Earnings season got off to a decent start, economic data showed signs of a spring rebound and diplomatic progress was seen in Ukraine. European and Asian indexes also finished higher on the week, as did emerging market stocks. Yield on the benchmark ten-year Treasury rose.
Asset Allocation Views: Monetary Policy Back in Focus
Despite rising geopolitical concerns and continued fears over the impact of China's slowdown, investors are focused on central bank policy.
Fixed Income Perspectives - March 2014
As economic data normalizes with the spring, the U.S. recovery — and interest in riskier fixed- and floating-rate credit-backed instruments like high yield, CMBS and senior bank loans —should continue.
Market Review: First Quarter 2014: Beneath the Waves, an Ocean
First Quarter 2014: Beneath the Waves, an Ocean Markets turned choppy in the first quarter, buffeted by everything from weather-related economic softness to the leadership transition at the Fed to an emboldened Russia flexing its muscles in the Black Sea. Despite the tumult, a number of domestic equity markets surged to new record highs during the period, suggesting a steady supply of support below the potentially destabilizing swells.
Market Review: Fourth Quarter 2013 - Bring on the Dancing Horses
Even the announcement of the long-dreaded Fed tapering wasn’t enough to shake the confidence of investors, who chose
to focus on the upbeat economic trends driving the decision rather than the potential drag of reduced central bank bond
buying. Of course, enhanced forward guidance promising a federal funds rate anchored near zero for the foreseeable future
didn’t hurt either. The combination allowed a number of equity indexes to close out the year at all-time highs.