NN IP sees continuation of growth vs value

Carl Ghielen, senior client portfolio manager at NN Investment Partners (NN IP) comments on key developments of the first quarter of 2015 such as the stabilisation of the oil price and the growth of currency risks.

He argues that in the first quarter, investors preferred growth over value sectors.

Going forward, NN IP has a bias towards cyclicals in general and financials in particular whereas it considers healthcare and consumer goods to be overvalued.

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