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 … Continue reading Are Investment Grade Bonds a problem?
Tag: asset allocation
Over Inflatie gesproken…
Na het lezen van bijna 70 asset allocatie rapporten valt op dat Inflation Linked Bonds of de voorkeur heeft bij de beste asset allocators of juist niet. De verdeling is in januari alsvolgt: Onderwogen 31,25% Neutraal 18,75% Overwogen 50,00% Underweight Neutral Overweight Consensus KBC Achmea IM AXA IM JP … Continue reading Over Inflatie gesproken…
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