{"id":1019,"date":"2021-03-08T11:30:42","date_gmt":"2021-03-08T11:30:42","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=1019"},"modified":"2021-03-08T11:33:14","modified_gmt":"2021-03-08T11:33:14","slug":"winst-van-biden-positief-voor-japanse-economie","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/","title":{"rendered":"Winst van Biden positief voor Japanse economie"},"content":{"rendered":"<p>Tijdens de Alpha Research <a href=\"https:\/\/www.assetallocationawards.nl\">Asset Allocatie Awards<\/a> uitreiking op 2 februari 2021 is Aegon Asset Management naar voren gekomen als beste aandelen regio allocator. Hoe navigeert Aegon Asset Management de Covid-19 crisis ten opzichte van de consensus? We hebben gekeken naar de verschillen tussen de consensus en Aegon Asset Management.<\/p>\n<h2>Japanse economie<\/h2>\n<p>Om te beginnen hanteert de Regio Allocatie winnaar Aegon Asset Management in zijn meest recente rapport &#8216;House View&#8217; een neutrale houding binnen de U.S. ten opzichte van een overwogen consensus. Aegon AM is in december van 2020 van onderwogen naar neutraal gegaan binnen Amerikaanse aandelen. Aegon Asset Management gaat er van uit dat in het 2e kwartaal van 2021 de economische normalisatie zal moeten plaatsvinden. Ook geven ze aan dat het streven van de Fed naar een gemiddeld inflatieniveau zich kan vertalen in betere nominale cash flows en winstgroei.<\/p>\n<p>In het House View rapport van november 2020 is Aegon Asset Management naar overwogen Japan gegaan, zoals de consensus. Als redenatie voor deze beweging stelt Aegon AM dat de winst van Biden positief is voor de Japanse economie, Japan het goed is gelukt om het COVID-19 virus te bedwingen en dat de Japanse markt voordeel kan hebben van een sector rotatie.<\/p>\n<p>In hetzelfde rapport is er door Aegon AM besloten om de weging van Europese aandelen te verlagen naar onderwogen ten opzicht van een neutrale consensus. In tegenstelling tot Japan worden er binnen Europa opnieuw strenge maatregelen ge\u00efnstalleerd die een bedreiging vormen voor de kracht van het economische herstel stelt Aegon Asset Management.<\/p>\n<h3>Aandelen uit opkomende markten<\/h3>\n<p>Tot slot hanteert Aegon AM sinds augustus een neutrale weging van aandelen uit opkomende markten ten opzichte van een overwogen consensus. In het meest recente House View rapport stelt Aegon Asset Management dat de timing van het uitrollen van de COVID-19 vaccinaties bepalend zal zijn voor het pad van opkomende markten. Verder verwachten ze dat ongeacht de gang van ontwikkelde markten dat economische groei van opkomende markten op het verbeterende pad ligt.<\/p>\n<p style=\"text-align: center\"><strong>Voor een maandelijkse update van alle beleggingscategorie\u00ebn kunt u zich abonneren op het rapport:<\/strong><\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.alpharesearch.nl\/rapporten-analyses\/asset-allocatie-consensus-premium\/\" target=\"_blank\" rel=\"noopener\">Asset Allocatie Consensus Premium<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aegon Asset Management, Regio Allocatie winnaar 2021, heeft een neutrale houding binnen de U.S. ten opzichte van een overwogen consensus.<\/p>\n","protected":false},"author":4,"featured_media":1020,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[8],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Winst van Biden positief voor Japanse economie &#8226; Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Winst van Biden positief voor Japanse economie. De Regio Allocatie winnaar Aegon Asset Management is ten opzichte van de consensus...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Winst van Biden positief voor Japanse economie &#8226; Asset Allocation Awards\" \/>\n<meta property=\"og:description\" content=\"Winst van Biden positief voor Japanse economie. De Regio Allocatie winnaar Aegon Asset Management is ten opzichte van de consensus...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/\" \/>\n<meta property=\"og:site_name\" content=\"Asset Allocation Awards\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-08T11:30:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-03-08T11:33:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"864\" \/>\n\t<meta property=\"og:image:height\" content=\"612\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"alpharesearch\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Geschreven door\" \/>\n\t<meta name=\"twitter:data1\" content=\"alpharesearch\" \/>\n\t<meta name=\"twitter:label2\" content=\"Geschatte leestijd\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/\",\"url\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/\",\"name\":\"Winst van Biden positief voor Japanse economie &#8226; Asset Allocation Awards\",\"isPartOf\":{\"@id\":\"https:\/\/www.assetallocationawards.nl\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg\",\"datePublished\":\"2021-03-08T11:30:42+00:00\",\"dateModified\":\"2021-03-08T11:33:14+00:00\",\"author\":{\"@id\":\"https:\/\/www.assetallocationawards.nl\/#\/schema\/person\/5619288da98bae865957fe81c47960a8\"},\"description\":\"Winst van Biden positief voor Japanse economie. De Regio Allocatie winnaar Aegon Asset Management is ten opzichte van de consensus...\",\"breadcrumb\":{\"@id\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#breadcrumb\"},\"inLanguage\":\"nl-NL\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"nl-NL\",\"@id\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#primaryimage\",\"url\":\"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg\",\"contentUrl\":\"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg\",\"width\":864,\"height\":612,\"caption\":\"Japanse Economie - Alpha Research\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.assetallocationawards.nl\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Asset Allocation Awards\",\"item\":\"https:\/\/www.assetallocationawards.nl\/category\/asset-allocation-awards\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Winst van Biden positief voor Japanse economie\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.assetallocationawards.nl\/#website\",\"url\":\"https:\/\/www.assetallocationawards.nl\/\",\"name\":\"Asset Allocation Awards\",\"description\":\"Wie zijn de beste Asset Allocators?\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.assetallocationawards.nl\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"nl-NL\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.assetallocationawards.nl\/#\/schema\/person\/5619288da98bae865957fe81c47960a8\",\"name\":\"alpharesearch\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"nl-NL\",\"@id\":\"https:\/\/www.assetallocationawards.nl\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/07be1e797a0dfca028965a99c323c5fb?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/07be1e797a0dfca028965a99c323c5fb?s=96&d=mm&r=g\",\"caption\":\"alpharesearch\"},\"url\":\"https:\/\/www.assetallocationawards.nl\/author\/alpharesearch\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Winst van Biden positief voor Japanse economie &#8226; Asset Allocation Awards","description":"Winst van Biden positief voor Japanse economie. De Regio Allocatie winnaar Aegon Asset Management is ten opzichte van de consensus...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/","og_locale":"nl_NL","og_type":"article","og_title":"Winst van Biden positief voor Japanse economie &#8226; Asset Allocation Awards","og_description":"Winst van Biden positief voor Japanse economie. De Regio Allocatie winnaar Aegon Asset Management is ten opzichte van de consensus...","og_url":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/","og_site_name":"Asset Allocation Awards","article_published_time":"2021-03-08T11:30:42+00:00","article_modified_time":"2021-03-08T11:33:14+00:00","og_image":[{"width":864,"height":612,"url":"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg","type":"image\/jpeg"}],"author":"alpharesearch","twitter_card":"summary_large_image","twitter_misc":{"Geschreven door":"alpharesearch","Geschatte leestijd":"2 minuten"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/","url":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/","name":"Winst van Biden positief voor Japanse economie &#8226; Asset Allocation Awards","isPartOf":{"@id":"https:\/\/www.assetallocationawards.nl\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#primaryimage"},"image":{"@id":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#primaryimage"},"thumbnailUrl":"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg","datePublished":"2021-03-08T11:30:42+00:00","dateModified":"2021-03-08T11:33:14+00:00","author":{"@id":"https:\/\/www.assetallocationawards.nl\/#\/schema\/person\/5619288da98bae865957fe81c47960a8"},"description":"Winst van Biden positief voor Japanse economie. De Regio Allocatie winnaar Aegon Asset Management is ten opzichte van de consensus...","breadcrumb":{"@id":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#breadcrumb"},"inLanguage":"nl-NL","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/"]}]},{"@type":"ImageObject","inLanguage":"nl-NL","@id":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#primaryimage","url":"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg","contentUrl":"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/03\/Japanse-Economie-Alpha-Research.jpg","width":864,"height":612,"caption":"Japanse Economie - Alpha Research"},{"@type":"BreadcrumbList","@id":"https:\/\/www.assetallocationawards.nl\/2021\/winst-van-biden-positief-voor-japanse-economie\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.assetallocationawards.nl\/"},{"@type":"ListItem","position":2,"name":"Asset Allocation Awards","item":"https:\/\/www.assetallocationawards.nl\/category\/asset-allocation-awards\/"},{"@type":"ListItem","position":3,"name":"Winst van Biden positief voor Japanse economie"}]},{"@type":"WebSite","@id":"https:\/\/www.assetallocationawards.nl\/#website","url":"https:\/\/www.assetallocationawards.nl\/","name":"Asset Allocation Awards","description":"Wie zijn de beste Asset Allocators?","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.assetallocationawards.nl\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"nl-NL"},{"@type":"Person","@id":"https:\/\/www.assetallocationawards.nl\/#\/schema\/person\/5619288da98bae865957fe81c47960a8","name":"alpharesearch","image":{"@type":"ImageObject","inLanguage":"nl-NL","@id":"https:\/\/www.assetallocationawards.nl\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/07be1e797a0dfca028965a99c323c5fb?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/07be1e797a0dfca028965a99c323c5fb?s=96&d=mm&r=g","caption":"alpharesearch"},"url":"https:\/\/www.assetallocationawards.nl\/author\/alpharesearch\/"}]}},"_links":{"self":[{"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/posts\/1019"}],"collection":[{"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/comments?post=1019"}],"version-history":[{"count":1,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/posts\/1019\/revisions"}],"predecessor-version":[{"id":1021,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/posts\/1019\/revisions\/1021"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/media\/1020"}],"wp:attachment":[{"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/media?parent=1019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/categories?post=1019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.assetallocationawards.nl\/wp-json\/wp\/v2\/tags?post=1019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}