{"id":1323,"date":"2021-11-22T11:48:34","date_gmt":"2021-11-22T11:48:34","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=1323"},"modified":"2021-11-22T11:52:53","modified_gmt":"2021-11-22T11:52:53","slug":"sterke-prestaties-van-cyclische-sectoren","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2021\/sterke-prestaties-van-cyclische-sectoren\/","title":{"rendered":"Sterke prestaties van cyclische sectoren"},"content":{"rendered":"<p>Sterke prestaties van cyclische sectoren. Begin 2021 reikte Alpha Research de Asset Allocation Awards uit. J.P. Morgan Asset Management ontving met het rapport \u2018Global Asset Allocation Views\u2019 de Overall Award. Alpha Research sprak met <strong>Vincent Juvyns<\/strong>, Executive Director, Global Market Strategist bij\u00a0<strong>J.P. Morgan Asset Management<\/strong>.<\/p>\n<h3>Cyclische sectoren<\/h3>\n<p>Veel asset managers spreken momenteel hun voorkeur uit voor meer cyclische markten. Heeft dit ook gevolgen voor J.P. Morgan&#8217;s relatieve weging van Europa en de VS?<\/p>\n<p><em>&#8220;Onze houding blijft pro-risico (grote overweging in aandelen versus grote onderweging in obligaties), met een sterk cyclisch accent in onze portefeuilles. Wij denken dat de waarde- en cyclische rotatie, die in augustus opnieuw begon, duurzaam zal zijn. De winstcijfers over het derde kwartaal waren solide in alle regio\u2019s, met sterke prestaties van cyclische sectoren.<\/em><\/p>\n<p><em>Wij zijn momenteel overwogen in zowel de Verenigde Staten als Europa en in wereldwijde portefeuilles. Als de langetermijnrente in 2022 blijft stijgen, kunnen de Europese cyclische sectoren het mogelijk echter beter doen dan de Amerikaanse (zie grafiek), terwijl de Europese markten kunnen profiteren van de zoektocht naar rendement, omdat hun dividendrendementen doorgaans hoger zijn dan in de VS.&#8221;<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1325 size-full\" src=\"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/11\/10Y-Correlation-of-rel-performance-with-US-10Y-Treasury-Yield.png\" alt=\"10Y Correlation of rel performance with US 10Y Treasury Yield\" width=\"572\" height=\"431\" srcset=\"https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/11\/10Y-Correlation-of-rel-performance-with-US-10Y-Treasury-Yield.png 572w, https:\/\/www.assetallocationawards.nl\/wp-content\/uploads\/sites\/2\/2021\/11\/10Y-Correlation-of-rel-performance-with-US-10Y-Treasury-Yield-300x226.png 300w\" sizes=\"(max-width: 572px) 100vw, 572px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>Awards MAGAZINE<\/h3>\n<p>Lees meer over de Overall Award winnaar J.P. Morgan Asset Management in het\u00a0<a href=\"https:\/\/www.assetallocationawards.nl\/2021\/asset-allocation-awards-magazine-maart-2021\/\" target=\"_blank\" rel=\"noopener\">Awards MAGAZINE<\/a>.<br \/>\nOf ga naar <a href=\"https:\/\/www.assetallocationawards.nl\/research-categorie\/j-p-morgan-asset-management\/\" target=\"_blank\" rel=\"noopener\">research van J.P. Morgan Asset Management<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Alpha Research sprak met de winnaar van de Overall Award: J.P. Morgan Asset Management. Als de langetermijnrente in 2022 blijft stijgen, kunnen de Europese cyclische sectoren het &#8230;<\/p>\n","protected":false},"author":4,"featured_media":1326,"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":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sterke prestaties van cyclische sectoren &#8226; Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Alpha Research sprak met de winnaar van de Overall Award: J.P. Morgan Asset Management. 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