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Weekly Investment View

NBAD’s weekly view on topical investment issues, written by our Global Asset Management team.

Increased equity weightings look sustainable

Weekly Investment View – 20 February 2017

Topics covered this week: Following the usual discussion of the markets, the Report looks in detail at: the ‘Trump week’, US Federal Reserve interest rate expectations, the latest ‘Yellen Watch’ (and US economic statistics), eurozone economic statistics, US and global inflation expectations, and the possible significance of the imminent change to be made in asset allocation at the world’s largest sovereign wealth fund.

Claude-Henri Chavanon, NBAD’s Head of Global Asset Management

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