Are Investment Grade Bonds a problem?

The consensus recommendation for Investment Grade Bonds is underweight. But 3 out of the top 10 asset managers are neutral and 2 asset managers do have an overweight recommendation in April!

So it is not that simple, the consensus is based at almost 60 investment research report, the top asset managers do have an other opinions, Like Aegon AM, AXA IM and NN Investment Partners. More positive with an over weighted recommendations are DWS and Amundi.

Consensus
Underweight Neutral Overweight
Barclays Aegon AM DWS
KBC AXA IM Amundi
Natixis Asset management NN Investment Partners
JP Morgan
Achmea IM

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s