Managing your capital

6 Februari 2018

What's new in the financial markets?

Thierry Masset

Chief Investment Officer ING Belgium

Thierry Masset, Chief Investment Officer reviews the economic and financial news. Every month, he analyses events that have impacted the financial markets. The context of any potential stock market fluctuations is equally scrutinized. You can find this market analysis and ING's investment strategy by consulting our "Monthly Market Review".

So what are the key points this month?
  • Factories across the globe warned they are finding it increasingly hard to keep up with demand, potentially forcing them to raise prices.
  • The synchronous global economic expansion and low volatility that propelled benchmarks to historic highs in 2017 remains intact
  • and policy makers continue to back a “gradual approach” to raising interest rates.
  • In this context, cyclical assets, such as Technology, Energy and Materials at the sector level or Emerging Markets and Japanese equities at the regional level, and commodities, should continue to outperform bonds..

Thanks to the U.S. tax cut passed into law in December, analysts have been raising their U.S. earnings estimates at a rate not seen in at least six years!

Read the full "Monthly Market Review"  .

Want to know more?
Discover our previous issues :
Date Title Link

December 2017

Bull market’s foundation is getting stronger

November 2017

Predictable monetary policy and solid profits support equities

October 2017

The wind is back in the sails of equities

September 2017

Calm prevails on the stock markets

August 2017

Central banks won’t end the party too soon