{"id":1310,"date":"2021-11-08T13:48:04","date_gmt":"2021-11-08T13:48:04","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=1310"},"modified":"2021-11-08T13:55:42","modified_gmt":"2021-11-08T13:55:42","slug":"duurzame-winstgroei-noodzaak","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2021\/duurzame-winstgroei-noodzaak\/","title":{"rendered":"Duurzame winstgroei noodzaak"},"content":{"rendered":"

Alpha Research sprak met\u00a0Eugene Podkaminer, Head of Research bij Franklin Templeton Investment Solutions. Met het rapport \u2018Asset Allocation Views\u2019<\/strong> is Franklin Templeton dit jaar winnaar van de Asset Allocation Awards<\/a> voor de beleggingscategorie Asset Allocatie.<\/p>\n

Duurzame winstgroei<\/h2>\n
\"Podkaminer

Eugene Podkaminer, Head of Research, Franklin Templeton<\/p><\/div>\n

Franklin Templeton erkent de noodzaak van duurzame winstgroei om de normalisatie van waarderingen te compenseren. Wat zijn risico’s die Franklin Templeton momenteel ziet die deze groei kunnen verstoren?<\/p>\n

“Nu verwacht wordt dat de groei van de winst per aandeel de normalisering van waarderingen zal compenseren, omvatten de potenti\u00eble risico’s voor de groei die we zien knelpunten aan de aanbodzijde, langdurige inflatie, afnemende groei, en de gevolgen van belastingen en nieuwe regelgeving.<\/em><\/p>\n

Knelpunten in het aanbod zijn om twee redenen zorgwekkend: Ten eerste belemmeren knelpunten de omzetgroei, wat het adagium in herinnering brengt dat “je niet kunt verkopen wat je niet hebt”. Getuige de lege vlakten bij veel autodealers. Tegelijkertijd kunnen knelpunten ook de inputkosten op een inflatoire manier verhogen, wat vervolgens kan leiden tot hogere kosten van verkochte goederen, waardoor uiteindelijk de marges en de winst per aandeel afnemen.<\/em><\/p>\n

Hoewel onze economische verwachtingen een groei boven de trend omvatten, is een onverwachte verzwakking van het consumentensentiment door een economische vertraging een risico dat we op de voet blijven volgen. Aangezien veel overheidsmaatregelen eindigen, verwachten we een wispelturig pad voorwaarts dat sommige consumenten tijdelijk aan de zijlijn zou kunnen houden. Terwijl overheden hun begrotingsplannen proberen te financieren, zouden verhogingen van de vennootschapsbelasting de groei structureel kunnen veranderen, samen met regelgeving die de groei mogelijk aan banden zouden kunnen leggen.”<\/em><\/p>\n

Awards MAGAZINE<\/h3>\n

Lees meer over de Asset Allocatie winnaar Franklin Templeton in het\u00a0Awards MAGAZINE<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Alpha Research sprak met\u00a0winnaar van de Asset Allocation Awards voor de beleggingscategorie ‘Asset Allocatie’ Franklin Templeton over de noodzaak van duurzame winstgroei. Wat zijn risico’s …<\/p>\n","protected":false},"author":4,"featured_media":1311,"comment_status":"open","ping_status":"open","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":"\nDuurzame winstgroei noodzaak • Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Over de noodzaak van duurzame winstgroei sprak Alpha Research met\u00a0Franklin Templeton, de Asset Allocatie Awards winnaar. 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