Nieuwe Asset Allocatie Video over Government Bonds

beheerder
By September 25, 2019 15:03

Nieuwe Asset Allocatie Video over Government Bonds

Er is weer een nieuwe asset allocatie video beschikbaar, deze maal over Government Bonds. In de grafiek hieronder staat hoe de consensus zich in de tijd heeft ontwikkeld. De consensus over deze asset class is al geruime tijd “underweight”. Gelukkig zijn er altijd Asset Managers die van de consensus afwijken. In de onderste tabel staat weergegeven hoe de best presterende Asset Managers in deze asset class momenteel zijn gepositioneerd. Op OpinioPro zijn van de meeste van deze asset managers de rapporten te vinden waarin de asset allocatie posities worden beargumenteerd. U vindt ze hier.

 

 

 

 

beheerder
By September 25, 2019 15:03

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