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Stock market news & opinion

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Every week: investment news

Don’t miss the latest investment news, economic developments and insights from our experts. With ABN AMRO Investment News, you’ll always be up to date. Sign up and receive our weekly newsletter by email.

Every month: strategy update

The ABN AMRO Investment Committee publishes its Investment Strategy every month. What’s happening in the financial markets? Are market movements affecting the value of your investments?

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Rising bond yields - what do they mean for investors?

Market comment

27/08/2026

Rising US Treasury yields have become an important topic for investors in recent weeks. Higher yields affect everything from government borrowing costs to equity valuations. Investors are therefore asking what is driving the move, whether policymakers can intervene and what it means for bond markets going forward.

Equities look more attractive

Investment Strategy monthly update

26/08/2026

Equities have become more attractive over the summer. A supportive macroeconomic backdrop and a stronger-than-expected earnings season provide sufficient optimism to increase our equity allocation. We are increasing our position in equities from neutral to overweight. At the same time, we are raising our position in emerging markets from neutral to overweight, which means our position in developed markets is reduced from neutral to underweight. At the sector level, we are increasing our position in the information technology (IT) from neutral to overweight, while reducing our position in consumer staples from neutral to underweight.

  • Macro: backdrop remains favourable
  • Equities: reasons for optimism
  • Bonds: rising yields

Chip stocks stumble, but the long-term outlook remains strong

Market comment

21/07/2026

Semiconductor stocks have come under pressure in recent weeks. The Philadelphia Semiconductor Index (SOX), a widely followed index of semiconductor companies, has fallen by more than 20% from its recent peak. As a result, the index has entered bear market territory. Several well-known names have also seen substantial declines. Nvidia and AMD have declined by around 15%, while Intel and Micron Technology have fallen by more than 30%.

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.