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 |