{"id":721,"date":"2020-03-31T14:12:41","date_gmt":"2020-03-31T14:12:41","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=721"},"modified":"2020-03-31T14:57:04","modified_gmt":"2020-03-31T14:57:04","slug":"voor-aandelen-is-de-visie-gelijk-gestemd","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2020\/voor-aandelen-is-de-visie-gelijk-gestemd\/","title":{"rendered":"Voor aandelen is de visie gelijk gestemd"},"content":{"rendered":"

Voor aandelen is de visie gelijk gestemd, Aberdeen Standard Investment en de Asset Allocatie Consensus van Alpha Research zijn beide overwogen voor aandelen. Aberdeen Standard Investment zegt hierover:<\/p>\n

Global profit growth in the mid-single digits and supportive macro momentum provide some fundamental support. However, following the recent rise in prices some consolidation is possible. We hold a moderate risk-facing stance.<\/em><\/p>\n

Asset Allocatie winnaar overwogen voor aandelen<\/h2>\n

De Asset Allocatie winnaar van 2020<\/a>, Aberdeen Standard Investment, wijkt op een paar punten af van de Asset Allocatie Consensus Februari 2020.<\/p>\n

Cash, vastgoed en fixed income<\/h3>\n

De verschillen zitten bij de andere asset classes: cash, vastgoed en fixed income.<\/p>\n

De Asset Allocatie winnaar heeft de afgelopen 3 jaar een visie gehad die goed uitpakte. Momenteel is de houding wat risicovoller geworden: het is niet risico-avers te noemen.<\/p>\n

De allocatie fixed income is ten opzichte van de Asset Allocatie Consensus hoger, namelijk neutraal, terwijl de consensus onderwogen is.<\/p>\n

Binnen fixed income wordt vooral positief gekeken naar Investment Grade Bonds en High Yield.<\/p>\n

Cash wordt vaak gebruikt in een barbell portefeuille en dat is duidelijk te zien in deze maand: cash is onderwogen. Hierdoor hebben de andere beleggingscategorie\u00ebn een hogere allocatie.<\/p>\n

Het argument hiervoor is: With global interest rates still extremely low, we see better opportunities in risk assets.<\/p>\n

Voor vastgoed is ook gekozen voor een overwogen positie, terwijl de consensus wat gematigder (neutraal) is. Hierover zegt Aberdeen Standard Investment het volgende:<\/p>\n

We are overweight real estate investment trusts as their blend of equity and bond characteristics offer valuable Diversification.<\/em><\/p>\n

Veel aanpassingen in de aanbevelingen<\/h4>\n

De huidige crisis door Covid-19 zal veel aanpassingen veroorzaken in de aanbevelingen van de asset allocatie rapporten. Wat dit met de Asset Allocatie Consensus gaat doen, publiceert Alpha Research op maandag 13 april. Schrijf u in voor de Asset Allocatie Consensus<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Voor aandelen is de visie gelijk gestemd, Aberdeen Standard Investment en de Asset Allocatie Consensus van Alpha Research zijn beide overwogen voor aandelen.<\/p>\n","protected":false},"author":4,"featured_media":728,"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":"\nVoor aandelen is de visie gelijk gestemd • Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Voor aandelen is de visie gelijk gestemd. 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