Managing your capital
6 Februari 2018
What's new in the financial markets?
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" .