{"id":808,"date":"2020-12-07T12:00:45","date_gmt":"2020-12-07T12:00:45","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=808"},"modified":"2020-12-07T12:05:39","modified_gmt":"2020-12-07T12:05:39","slug":"opkomend-azie-positieve-winstgroei","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2020\/opkomend-azie-positieve-winstgroei\/","title":{"rendered":"Opkomend Azi\u00eb positieve winstgroei"},"content":{"rendered":"<p><strong>Tijdens de Alpha Research <a href=\"https:\/\/www.assetallocationawards.nl\/terugblik\/asset-allocation-awards-2020\/\" target=\"_blank\" rel=\"noopener noreferrer\">Asset Allocatie Awards<\/a> uitreiking op 4 februari 2020 is Columbia Threadneedle Investments naar voren gekomen als beste aandelenregio\u2019s allocator. Hoe navigeert Columbia Threadneedle de Covid-19 crisis ten opzichte van de consensus? We hebben gekeken naar de verschillen tussen de consensus en Columbia Threadneedle.<\/strong><\/p>\n<h2>Aandelen regio&#8217;s<\/h2>\n<p>Binnen aandelen regio\u2019s zijn er drie gerelateerde factoren die voor Columbia Threadneedle Investments van belang zijn voor de bepaling van waar het risico wordt genomen. Zo wordt er voor de aandelen regio\u2019s gekeken naar:<\/p>\n<ul>\n<li>regionale winsten\/cashflows<\/li>\n<li>economische groei<\/li>\n<li>waarderingen<\/li>\n<\/ul>\n<p>De winstverwachtingen voor de Verenigde Staten hebben zich goed hersteld voor 2020. Tezamen met de economische groeiverwachtingen, waardoor aandelen uit de Verenigde Staten worden overwogen door Columbia Threadneedle ten opzichte van neutraal voor de consensus.<\/p>\n<h3>Europa neutraal gewogen<\/h3>\n<p>Omtrent Europa is Columbia Threadneedle minder positief. De winstverwachtingen voor 2020 en 2021 zijn scherp naar beneden bijgesteld. Ook is de cyclische aard van Europa nu een groot risico door de Covid pandemie. Hierdoor is Europa neutraal gewogen ten opzichte van een neutrale consensus.<\/p>\n<p>Japan laat ook een sterke daling in re\u00ebel BBP zien. De verwachting is dat het re\u00eble BBP pas weer op het niveau van eind 2019 zal zitten tegen eind 2021. Hierdoor wordt Japan onderwogen ten opzichte van een neutrale consensus.<\/p>\n<h3>Optimistische houding over opkomend Azi\u00eb<\/h3>\n<p>Opkomend Azi\u00eb is de enige regio die positieve winstgroei zal laten zien voor 2020 en 2021. Dit zorgt er voor dat opkomend Azi\u00eb in combinatie met Amerika de regio\u2019s zijn waar Columbia Threadneedle zijn aandelenrisico concentreert. Ondanks de optimistische houding over opkomend Azi\u00eb zijn opkomende markten neutraal gewogen door Columbia Threadneedle ten opzichte van een positieve consensus.<\/p>\n<p>Tot slot ontwikkeld Azi\u00eb ex-Japan, deze regio is neutraal gewogen door Columbia Threadneedle Investments ten opzichte van een positieve consensus.<\/p>\n<h3>Update beleggingscategorie\u00ebn<\/h3>\n<p>Voor een maandelijkse update van alle beleggingscategorie\u00ebn kunt u zich abonneren op het rapport: <a href=\"https:\/\/www.alpharesearch.nl\/rapporten-analyses\/asset-allocatie-consensus-premium\/\" target=\"_blank\" rel=\"noopener noreferrer\">Asset Allocatie Consensus Premium<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Binnen aandelen regio\u2019s zijn er drie gerelateerde factoren die voor Columbia Threadneedle Investments van belang zijn voor de bepaling van waar het risico wordt genomen.<\/p>\n","protected":false},"author":4,"featured_media":809,"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 v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Opkomend Azi\u00eb positieve winstgroei &#8226; Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Opkomend Azi\u00eb is de enige regio die positieve winstgroei zal laten zien voor 2020 en 2021. 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