{"id":909,"date":"2021-01-18T15:27:47","date_gmt":"2021-01-18T15:27:47","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=909"},"modified":"2021-01-18T15:31:27","modified_gmt":"2021-01-18T15:31:27","slug":"weging-it-verlaagd-ten-opzichte-van-consensus","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2021\/weging-it-verlaagd-ten-opzichte-van-consensus\/","title":{"rendered":"Weging IT verlaagd ten opzichte van consensus"},"content":{"rendered":"<p><strong>Wat zijn de verschillen tussen de consensus en ING Investment Office? Tijdens de Alpha Research <a href=\"https:\/\/www.assetallocationawards.nl\/terugblik\/asset-allocation-awards-2020\/\" target=\"_blank\" rel=\"noopener\">Asset Allocatie Awards uitreiking op 4 februari 2020<\/a> is ING Investment Office naar voren gekomen als beste aandelensectoren allocator. Hoe navigeert ING Investment Office de Covid-19 crisis?\u00a0<\/strong><\/p>\n<h2>Verschillen met de consensus<\/h2>\n<p>In het meest recente maandbericht van ING Investment Office wordt de weging van IT verlaagd naar neutraal ten opzichte van overwogen van de consensus. Zo worden de rendementen van IT voor de aankomende periode verwacht meer in lijn te zijn met de brede index.<\/p>\n<p>Verder speelt ING Investment Office in op een economische herstel. Hierdoor krijgen (basis)materialen een overweging, wat in lijn is met de consensus.<\/p>\n<h3>Duurzame consumentengoederen<\/h3>\n<p>Duurzame consumentengoederen worden door ING Investment Office sinds september neutraal gewogen. Zo vallen er onder duurzame consumentengoederen enkele sub-sectoren die erg zijn afgestraft en zouden kunnen profiteren van een zogenoemde \u2018rotatie\u2019. Duurzame consumentengoederen worden overwogen door de consensus.<\/p>\n<p>Omtrent dagelijkse consumentengoederen is ING Investment Office minder positief. Zo worden dagelijkse consumentengoederen sinds september onderwogen. ING Investment Office stelt dat veel van het \u2018hamstergedrag\u2019 momenteel voorbij is en dat er weinig verbetering van de omzet kan worden verwacht.<\/p>\n<h3>Weging van gezondheidszorg verhoogd naar overwogen<\/h3>\n<p>In april van vorig jaar is de weging van gezondheidszorg verhoogd naar overwogen door ING Investment Office. Zo staat de sector bekend om zijn defensieve karakter en profiteerde sommige bedrijven in de sector van nieuws omtrent een vaccin en andere ontwikkelingen die het virus zouden kunnen remmen. De overweging van ING Investment Office is in lijn met de consensus.<\/p>\n<p>De energie sector wordt sinds april vorig jaar onderwogen door ING Investment Office. De vraag naar olie is afgenomen door de coronacrisis, wat druk uitoefent op de olieprijs en de winstgevendheid van oliemaatschappijen. Energie wordt ook onderwogen door de consensus.<\/p>\n<h3>Financi\u00eble waarden: ING onderwogen &#8211; consensus neutraal<\/h3>\n<p>Financi\u00eble waarden worden door ING Investment Office ook onderwogen sinds april. De economische crisis, de daling van de rente door ingrepen van centrale banken en het schrappen van dividenden komt deze sector volgens ING niet ten goede. Financi\u00eble waarden worden in de consensus neutraal gewogen.<\/p>\n<p>Tot slot worden nutsbedrijven neutraal gewogen wat in tegenstelling is met de onderwogen consensus. Industri\u00eble bedrijven worden neutraal gewogen ten opzichte van een overwogen consensus. Communicatiediensten worden overwogen in tegenstelling tot een neutrale consensus.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center\"><strong>Voor een maandelijkse update van alle beleggingscategorie\u00ebn kunt u zich nu abonneren op het rapport:<\/strong><\/p>\n<p style=\"text-align: center\"><strong><a href=\"https:\/\/www.alpharesearch.nl\/rapporten-analyses\/asset-allocatie-consensus-premium\/\" target=\"_blank\" rel=\"noopener\">Asset Allocatie Consensus Premium<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hoe navigeert de beste aandelensectoren allocator ING Investment Office de Covid-19 crisis ten opzichte van de consensus?<\/p>\n","protected":false},"author":4,"featured_media":910,"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>Weging IT verlaagd ten opzichte van consensus &#8226; 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