ING Investment Management Market Perspectives
Bears Again Confounded by Market Reversal
While recent equity pullbacks have provided under-exposed investors with attractive opportunities to re-enter the market, many remained spooked by memories of the 2008 credit crisis.
Global Perspectives: Weekly Commentary and Statistics
Equity markets surged during the week. After posting its best monthly performance since October, the S&P 500 finished February at a record high, while the Nasdaq reclaimed the post-bubble apex lost during January. If some late-Friday volatility is any indication, however, heightened tensions in Ukraine may have investors on edge going forward.
Asset Allocation Views: Looking Through the Weather Effect
After a challenging start to 2014, risk assets have rebounded sharply during February despite sluggish economic data from the U.S.
Fixed Income Perspectives - February 2014
While the global growth impulse has faltered more than anticipated in the first quarter, 2014 growth is likely to be sufficient to tighten labor markets and accelerate rate hikes.
Market Review: January 2014- Seasick, Yet Still Docked
Only a few weeks into the new year, global equities sank like a stone as trouble in the emerging markets introduced
renewed volatility to investors who had grown accustomed to more placid waters. Yields on the benchmark ten-year
U.S. Treasury, meanwhile, fell to multi-month lows as investors sought refuge from the storm.
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.