Following a strong showing in 2019, we expect Asia's fixed income markets to benefit from supportive investor sentiment as underlying economic growth in the region stabilises in 2020.
To start in Q1 2020
More than half predict huge spike over the next 12 months
Responsible investing lowers returns, survey claims
Incisive Works asked Willem van Dommelen, head of factor investing at NN Investment Partners, what differentiates his Multi Asset Factor Opportunities (MAFO) fund - and whether factor investing is an "active" or "passive" strategy.
Factor investing is maturing but the mechanics still confuse some investors. Willem van Dommelen, head of factor investing at NN Investment Partners, tells Incisive Works about the Multi Asset Factor Opportunities (MAFO) fund.
Partner Insight: With economic uncertainty increasing, can investors keep focused on long-term targets?
Stan Verhoeven, lead portfolio manager in NN Investment Partners' factor investing team, tells Incisive Works how "building block" approaches to diversification can help.
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
Trade truce stalling tactic not peace pact
Seeking assets with social and environmental impact
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
Two scenarios outlined
Firm positioning for decade ahead
Eighth EMD product
There were several credit rating changes in February that were significant for emerging markets (EM).
Willem Verhagen, senior economist - multi-asset, at NN Investment Partners, discusses the causes and costs of protectionism, and the implications of a trade conflict between the US and China.
New investment opportunities
Politics remains swing factor
An investment opportunity with unlimited upside potential, but with limited downside risk?
For high yield investors, taking long credit risk in industries that are undergoing secular changes presents a challenge, writes Meridith Alin, senior credit analyst at NN Investment Partners.
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.
In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.