{"id":790,"date":"2020-10-01T13:28:27","date_gmt":"2020-10-01T13:28:27","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=790"},"modified":"2020-10-01T14:45:16","modified_gmt":"2020-10-01T14:45:16","slug":"aandelen-overwogen-door-monetaire-signalen","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2020\/aandelen-overwogen-door-monetaire-signalen\/","title":{"rendered":"Aandelen overwogen door monetaire signalen"},"content":{"rendered":"<p>Tijdens de <a href=\"https:\/\/www.assetallocationawards.nl\/terugblik\/asset-allocation-awards-2020\/\">Asset Allocatie Awards uitreiking op 4 februari 2020<\/a> is Aberdeen Standard Investments naar voren gekomen als beste asset allocator. Om te kijken hoe Aberdeen Standard Investments de Covid-19 crisis navigeert ten opzichte van de consensus is er hier gekeken naar de verschillen tussen de consensus en Aberdeen Standard Investments.<\/p>\n<h2>Aberdeen Standard Investments overwogen voor aandelen<\/h2>\n<p>Binnen asset allocatie hanteert Aberdeen Standard Investments een risk-on beleid. Deze risk-on mentaliteit drukt zich uit in een onderweging voor cash en staatsobligaties en een overweging voor aandelen en bedrijfsobligaties.<\/p>\n<p>Aberdeen Standard Investments is in tegenstelling tot de consensus overwogen aandelen en onderwogen cash. Ze stellen dat zowel de gedrags- en monetaire signalen een ondersteunend beeld bieden voor aandelen. Naast deze signalen spreekt Aberdeen Standard Investments ook over positieve macro signalen. Voor cash geven ze een onderwogen advies af door de extreme lage rentes en de mogelijkheden die risicovolle activa bieden.<\/p>\n<h3>Rentes blijven laag door monetaire beleid<\/h3>\n<p>Verder wordt er een neutraal advies afgegeven over staatsobligaties door Aberdeen Standard Investments. Zo zou de impact van Covid-19, de zwakkere economie, de onderliggende inflatie en verlagingen van rente al ingeprijsd zijn. En zouden de rentes laag blijven door monetaire beleid.<\/p>\n<p>Ze geven voor bedrijfsobligaties een overwogen advies af. Zo zijn de spreads tussen bedrijfsobligaties en staatsobligaties erg aantrekkelijk. Dit is ondanks het korte termijn risico van negatieve macro winsten.<\/p>\n<p>Tot slot is vastgoed neutraal gewogen door Aberdeen Standard Investments. Hierover wordt gesteld dat het beleid voor risk-on\/risk-off wordt doorgewerkt in de weging van obligaties en aandelen.<\/p>\n<h3>Asset Allocatie Update<\/h3>\n<div>Op 5 oktober 2020 publiceren wij weer de Asset Allocatie Consensus met een update van een van de volgende drie beleggingscategorie\u00ebn: Regio Allocatie, Sector Allocatie of Fixed Income. Wilt u elke maand de update van <em>alle<\/em> beleggingscategorie\u00ebn ontvangen, inclusief de categorie Asset Allocatie? Abonneert u zich dan op het maandrapport <a href=\"https:\/\/www.alpharesearch.nl\/rapporten-analyses\/asset-allocatie-consensus-premium\/\" target=\"_blank\" rel=\"noopener noreferrer\">Asset Allocatie Consensus Premium<\/a>.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Als beste asset allocator is Aberdeen Standard Investments in tegenstelling tot de consensus overwogen aandelen en onderwogen cash.<\/p>\n","protected":false},"author":4,"featured_media":791,"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>Aandelen overwogen door monetaire signalen &#8226; Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Als beste asset allocator is Aberdeen Standard Investments in tegenstelling tot de consensus overwogen aandelen en onderwogen cash.\" \/>\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\/aandelen-overwogen-door-monetaire-signalen\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Aandelen overwogen door monetaire signalen &#8226; 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