Abenomics tops investor fears – ING IM

Survey2Concerns about Abenomics in Japan weigh heavily on investors' minds, as does inflation, the Ukraine crisis and a hard landing of the Chinese economy, according to a survey. ING Investment Management (ING IM) says 72% of the 111 institutional investors it polled worldwide consider the economic policies advocated by Japanese prime minister Shinzō Abe to be a “significant” portfolio risk. Despite benign forecasts for inflation in much of the world, inflation was a significant risk for 46% of respondents. With 42%, the Ukraine crisis ranks third and a hard landing of the Chinese economy fourth, with 41%. The appetite for risk decreased for 45% of investors, increased for 41% and stayed the same for 14% during the second quarter of this year. The corresponding figures for the previous quarter were 39%, 42% and 19%, respectively. Valentijn van Nieuwenhuijzen, head of multi-asset strategy at ING IM, says: “There have been some underlying concerns throughout the past quarter, with Abenomics and inflation continuing to cause debate.” He added that these issues have not significantly dampened investors' appetite for risk. ©2014 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.