Over de energiesector heeft ING Investment Office, in 2019 de beste asset allocator op het gebied van Equities Sector, in het ‘Maandbericht beleggen’ het volgende te zeggen.<\/p>\n
\u201cAandelen van energiebedrijven zitten in zeer zwaar weer door gelijktijdig optredende negatieve factoren. De vraag naar olie staat onder druk door de economische schade als gevolg van de coronavirus-pandemie, en tegelijkertijd schroefde Saoedi-Arabi\u00eb vanwege zijn ruzie met Rusland de olieproductie op. Het gevolg is dat de markt wordt overspoeld met goedkope olie. De oliemarkten beleven dus een aanbodoorlog, terwijl de vraag naar crisisniveaus daalt. Mogelijk komt er toch snel een akkoord over productiebeperking, maar dan zal het verschil tussen vraag en aanbod nog steeds groot zijn. Een sterk herstel van de olieprijs zit er dan ook niet in. Dit zet de winstgevendheid van oliemaatschappijen sterk onder druk. We hebben daarom de weging van de energiesector verlaagd naar onderwogen.\u201d<\/p><\/blockquote>\n
Over Consumer Discretionary zegt ING Investment Office<\/h3>\n
\u201cGrote delen van de sector duurzame consumentengoederen- en diensten hebben het daarentegen erg zwaar. Hieronder vallen onder andere de horeca en de toeristische sector. Ook stellen consumenten grote aankopen, zoals auto\u2019s, televisies of dure lederen tasjes, in tijden van recessie uit. Mede daarom hebben we de weging van de sector duurzame consumentengoederen verlaagd naar onderwogen.\u201d<\/p><\/blockquote>\n
ING Investment Office vermeld over Utilities (maart 2020)<\/h3>\n
\u201cOp de aandelenmarkten blijven de koersbewegingen fors. De laatste weken hebben vooral de sectoren energie en financi\u00eble waarden het zwaar. De eerste vooral door de daling van de olieprijs, de tweede door de steeds verder dalende kapitaalmarktrentes die leiden tot druk op de winst(groei). Maar geen enkele sector valt echt buiten schot, al weten de defensieve sectoren, zoals nutsbedrijven, dagelijkse consumentengoederen en gezondheidszorg, de schade nog het meest te beperken.\u201d<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"
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