Are Investment Grade Bonds a problem?

beheerder
Door mei 9, 2019 16:49

Are Investment Grade Bonds a problem?

The consensus recommendation for Investment Grade Bonds is underweight. In April 3 out of the top 10 asset managers have a neutral view and 2 asset managers have an overweight recommendation.

So, it is not that simple to say that the BBB segment, the biggest segment in the benchmark, that this is a serious problem. The Consensus recommendation is mostly based on the risk that the BBB-segment will be downgraded to High Yield. Most of the time, the consensus is not that wrong, it is based at almost 60 investment research report.

On the other hand, there are 3 asset managers with an neutral opinion: Aegon AM, AXA IM and NN Investment Partners and two asset managers do have an over-weighted recommendation, these are DWS and Amundi.

Please, find out what these asset managers have to say in their investment research report. Every asset manager is clickable.

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

 

beheerder
Door mei 9, 2019 16:49

Zoek

Twitter

What is the Optimal Number of Equity Managers? -> https://www.opiniopro.com/2020/02/pgim/what-is-the-optimal-number-of-equity-managers/ #managerselection #portfolioconstruction via @pgim

Crisis & Events S&P 500 Index -> https://www.opiniopro.com/2020/02/first-trust/crisis-events-sp-500-index/ #crisis #Equities #longterm via @ftportfolios

How to use iBonds like a pro -> https://www.opiniopro.com/2020/02/blackrock/how-to-use-ibonds-like-a-pro/ #AssetAllocation #CentralBanks #Fed #Fixedeincome via @blackrock

Slower for longer? -> https://www.opiniopro.com/2020/02/natixis/slower-for-longer/ #AssetAllocation #china #coronavirus #Equities #fixedincome via @NatixisIM @natixis

CTAs lead the pack on global risk appetite. what’s next? -> https://www.opiniopro.com/2020/02/lyxor/ctas-lead-the-pack-on-global-risk-appetite-whats-next/ #alternatives #cta #globalmacro #hedgefunds via @Lyxor

Load More...

Zoek op datum

mei 2019
M D W D V Z Z
« apr   jun »
 12345
6789101112
13141516171819
20212223242526
2728293031