NN IP Archives - Page 2 of 8

Is the global macro/policy backdrop still supportive of credit?

The current yield-curve dynamics are not what we would normally expect in this stage of the business cycle

‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen

G7 meeting showed relationship with China will remain ‘a source of uncertainty’

Especially when it comes from non-traditional sources like social media and news articles

But the important question is whether the rise will feed on itself once the economy reaches a new relatively stable equilibrium

High levels of reserach and development can bolster sustainability credentials

Dutch and Nordic investors lead the way – but in different directions

Metals will play a key role in building green infrastructure

Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial

‘Suppression of ethnic groups such as the Uyghurs, Tibetans and Mongols has attracted considerable international attention’