After years of market expansion across global equities and strong returns for many fixed-income sectors, are there still value opportunities out there? Or does it all look pricey?
Four investment experts from across Natixis Global Asset Management share their views on valuations, where they see the best relative value today and a few remaining bargain spots.
Bond yields may not have bottomed out, and negative yields are not necessarily a bad thing for certain investors, says Robeco's multi-asset investment head, Lukas Daalder.
Chinese economic reforms continue, but the authorities are going about it carefully. After all, they don't want to risk missing their growth targets. Oil-price declines and the US growth recovery are providing some welcome wind in China's wings.
For once the ECB surprised markets on the upside at its 22 January
meeting. Despite numerous press leaks, the measures announced widely
exceeded the expectations of market participants … and of governments.
This new monetary reality should provide support for European equity markets in
the coming months.
The Greek government and its creditors have strong incentives to reach an agreement – and have scope to find a mutually beneficial solutions. Negotiations will be difficult - temporary setbacks could cause bouts of market volatility over the next few months, but these may turn out to be buying opportunities if a deal is eventually done...