• 
• 
• 
• 
  • Market Updates
  • Insights
• 

Home > Insights > Insights Archive

Insights Archive

Credit default rates: putting them into perspective - November 2009
With the aftermath of the global financial crisis, the market has entered a new era of historically high default rates. This paper discusses the reasons for these high default rates, why the rated universe is different from history and the consequences for the performance of credit.

ING Investor Dashboard (Sep Qtr 09) - October 2009
After a period of weak investor sentiment, the latest survey of investors across the Asia Pacific region shows a healthy level of optimism.

Long Term Earnings Growth in Lower Gear - October 2009
The historically high earnings growth that we have enjoyed may be over. This paper discusses the main determinants of long-term profit growth and why these will inhibit future growth.

Lehman, one year later: a credit perspective - October 2009
Following the collapse of Lehman Brothers last year, two periods stand out - a confidence crisis in all financials, and a rumour-fuelled threat of nationalisation of the US banking sector. This paper explores the state of the financial system and the challenges remaining in the banking sector. 

The Doubtful Recovery - August 2009
The recent rally in the financial markets has been as surprising as the plunge that preceded it. Mark Cliffe, Chief Economist, ING Group examines the current rally and concerns about the impact of current stimulus on long term debt.  

ING Investor Dashboard - June 2009
The latest survey shows an 82% quarterly increase in Australian investor sentiment. However, Australian investors rank the 4th lowest in sentiment out of the 13 Asia-Pacific nations in the June 2009 survey.

Emerging Markets: Testing the Decoupling Theory - April 2009
Populist theory has claimed that emerging markets were decoupled from the problems of the US and other developed economies. However, as the credit crisis unfolded it became clear that investors were unlikely to find a safe haven in any market.

ING Investor Dashboard - March 2009
With the exception of China, India and Taiwan, our latest survey reveals declining investor sentiment across the Asia Pacific region. 

ING Investor Dashboard - September 2008
The September survey of investors in the Asia Pacific region shows the largest quarterly fall in investor sentiment since the survey began.

ING Investor Dashboard - June 2008
Our latest investor sentiment survey reveals that economic conditions are one the key drivers of investor sentiment. In addition the US Sub-Prime crisis and inflationary pressures are affecting investment decisions.