{"id":779,"date":"2020-05-13T12:19:31","date_gmt":"2020-05-13T12:19:31","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=779"},"modified":"2020-05-13T13:19:40","modified_gmt":"2020-05-13T13:19:40","slug":"positief-over-credit","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2020\/positief-over-credit\/","title":{"rendered":"Positief over Credit"},"content":{"rendered":"<p><strong>We werpen een blik op de aangepaste Fixed Income allocatie van Wellington Management ten opzichte van de huidige consensus.<\/strong><\/p>\n<h2>Fixed Income<\/h2>\n<p>In de <a href=\"https:\/\/www.alpharesearch.nl\/2020\/fixed-income-na-7-5-jaar-naar-neutraal\/\" target=\"_blank\" rel=\"noopener noreferrer\">Asset Allocatie Consensus<\/a> van Alpha Research voor mei zien we een stijgende voorkeur voor de Fixed Income asset class. Dit is een bekend verschijnsel in een crisistijd. Voor alle andere asset classes blijft de consensus onveranderd. Wel is er een dalende trend te zien voor Equities en Cash.<\/p>\n<p>De beste asset allocator op het gebied van Fixed Income in 2019 was Wellington Management. Hiermee zijn ze in de prijzen gevallen bij de jaarlijkse Alpha Research <a href=\"https:\/\/www.assetallocationawards.nl\">Asset Allocation Awards<\/a>. Binnen de fixed income categorie zien we een stijgende voorkeur voor fixed income in het thuisland ten opzichte van Emerging Market Debt. Tevens zien we een veranderde consensus van Corporate Bonds van neutraal naar overwogen.<\/p>\n<p>Wat is de asset allocatie voor fixed income van Wellington Management?<\/p>\n<ul>\n<li>Government, Investment Grade en High Yield: overwogen<\/li>\n<li>Emerging Market: onderwogen<\/li>\n<\/ul>\n<h3>Credit ten opzichte van Government Bonds<\/h3>\n<p>Wellington deelt de mening die menig investeerder lijkt te hebben, namelijk het verlagen van het risicoprofiel van de portefeuille in alle onzekerheden die het coronavirus met zich mee brengen. De vermogensbeheerder is in het bijzonder positief over Credit ten opzichte van Government Bonds.<\/p>\n<p>Hoewel men misschien denkt dat er geen reden is om te investeren in Government Bonds, die een yield van 0% geven, ziet Wellington mogelijkheid van waardestijgingen mochten yields nog lager worden.<\/p>\n<p>Door de huidige hoge spreads op Credit is Wellington Management positief over deze asset class.<\/p>\n<blockquote><p>\u201cSpread curves zijn redelijk vlak, waardoor er mogelijk waarde te halen is in korte- en middellange termijn Credit\u201d<\/p><\/blockquote>\n<p>Ook ziet Wellington Management het risico voor Credit dat de crisis een verhoogd aantal faillissementen met zich mee gaat brengen. Maar ze verwachten dat deze vooral plaats gaan vinden in de lagere credit ratings, ofwel High Yield Bonds.<\/p>\n<p><a href=\"https:\/\/www.opiniopro.com\/author\/wellington\/\" target=\"_blank\" rel=\"noopener noreferrer\">Lees hier meer artikelen van Wellington Management<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We werpen een blik op de aangepaste Fixed Income allocatie van Wellington Management ten opzichte van de huidige consensus. Wat is de asset allocatie voor fixed income van Wellington Management?<\/p>\n","protected":false},"author":4,"featured_media":757,"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>Positief over Credit &#8226; Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Wellington Management viel als beste asset allocator voor Fixed Income in de prijzen bij de jaarlijkse Asset Allocation Awards en is positief over Credit.\" \/>\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\/2020\/positief-over-credit\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Positief over Credit &#8226; 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