{"type":"document","data":{"contentType":"onecms:editorialPage","flexPageMetadata":{"afmBanner":false,"description":"What changes have occurred in the Global trends strategy?","robotInstruction":{"noFollow":false,"noIndex":false},"taxonomies":{"productTaxonomy":{"taxonomyKeys":["investments-news","ing-monthly-report-nl0014157679"],"taxonomyType":"productTaxonomyContainer"}}},"flexZone":{"flexComponents":[{"componentType":"paragraph","richBody":{"value":"<p>Within the equity allocation, we have increased our exposure to the energy and healthcare sectors to a neutral weighting. We have also upgraded Japanese equities to a neutral position. In addition, we have made several adjustments within the information technology and utilities sectors.</p>"}},{"componentType":"sectionTitle","title":"We have implemented these changes"},{"componentType":"paragraph","richBody":{"value":"<p><strong>Positions reduced:</strong></p><p>iShares S&amp;P 500 Health Care Sector UCITS ETF, UBS Global Emerging Markets Opportunity Fund, Arista Networks, Nvidia, Iberdrola</p><p><strong>New positions initiated:</strong></p><p>iShares S&amp;P 500 Energy Sector UCITS ETF, Micron Technology, Samsung Electronics, Constellation Energy</p><p><strong>Positions increased:</strong></p><p>Vanguard Japan Stock Index Fund, Broadcom</p>"}},{"componentType":"linkList","iconTitle":{"title":"Read more"},"textLinks":[{"text":"All portfolio updates","url":"/en/personal/investing/market-news-and-views/overview-portfolio-updates"},{"text":"Market news and views","url":"/en/personal/investing/market-news-and-views"}]},{"componentType":"sectionTitle","title":"Good to know"},{"componentType":"paragraph","richBody":{"value":"<p>Investing involves risks and costs. The value of your investment may fluctuate. Past performance is no guarantee of future results. <a href=\"http://www.ing.nl/en/personal/investing/investments-at-ing/risks-of-investing\">Read more about the risks of investing.</a></p><p>This publication has been prepared on behalf of ING Bank N.V. and is intended for information purposes only. ING Bank N.V. obtains its information from sources deemed reliable and has taken the utmost care to ensure that the information on which it based its views in this publication was not incorrect or misleading at the time of publication. ING Bank N.V. does not guarantee that the information it uses is accurate or complete. The information contained in this publication may be changed without any form of announcement. Copyright and data file protection rights apply to this publication. Data from this publication may be reproduced provided that the source is stated. ING Bank N.V. has its registered office in Amsterdam, commercial register no. 33031431, and is regulated by the Dutch central bank De Nederlandsche Bank (DNB) and the Netherlands Authority for the Financial Markets (AFM). ING Bank N.V. is part of ING Groep N.V.</p>"}}]},"hasMacro":false,"id":"4f812533-f08d-4d0b-9405-9f8db02a0dfc","localeString":"en-GB","mainHeaderZone":{"backLink":{"textLink":{"text":"Market news and views","url":"/en/personal/investing/market-news-and-views"}},"componentType":"editorialHeader","coreHeader":{"body":"In the Global trends strategy, within the Dynamic investment profile, we have implemented a few changes for you.","title":"Portfolio update Global trends"},"date":"2026-07-31","readingTime":2},"publishDate":"2026-07-31T16:32:29.175+02:00"}}