ING's Annemieke Coldeweijer has cautioned investors not to be bullish on peripheral European debt, warning the tightening in spreads in the asset-backed securities market could cause pain for investors.
Ewout van Schaick, head of multi-asset strategies at ING Investment Management, has opened a position in commodities across his portfolios for the first time in a year.
Investors were able to enjoy their summer holiday this year without losing too much sleep.