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Our market view |
March 2016Slings and arrows Catch up on recent developments in the world’s financial markets, with news, views and the outlook for bonds, equities and the foreign exchanges, as well as the latest asset allocation recommendations from our Investment Department. ASSET ALLOCATION: underweight equities, neutral bonds.FX: overweight US dollar; funding recommendation (for euro-based investors) 100% in euro. BONDS: underweight government bonds, overweight mortgage bonds and investment-grade corporate bonds; within the speculative area, overweight China; duration neutral relative to benchmark. EQUITIES: underweight emerging markets, broadly neutral elsewhere; most favoured sectors – industrials and IT; least favoured sectors – materials, healthcare and financials. Best regards, Nordea Bank S.A. |
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