NLvalue schreef op 29 maart 2022 16:07:
Fair - nemen wij Pedro - die wil vast wel een VPK terminal huren om z'n jet fuel in op te slaan :-)
Uit de wekelijkse blackrock global commentary:
We remain pro risk on a tactical horizon and prefer equities over credit. The inflationary environment favors stocks, in our view, and many DM companies have been able to pass on rising costs and keep margins high. We also like the combination of low real rates, the restart’s economic growth cushion and reasonable equity valuations.
We reduce our overweight to European equities as we see the energy shock hitting that region hardest. Also, prices have rebounded from the year’s lows. Why not shift to an underweight? We expect the European Central Bank to only slowly normalise policy. We increase our overweight to Japanese stocks on prospects of higher dividends and buybacks, and supportive policy. We like the US stock market as we see its quality factor resilient to a broad range of economic scenarios, brightenindg its appeal.
gaan we bij VPK geen directe last van hebben, BR heeft reeds afgebouwd. Maar ze sorteren weer wel voor op een recessie in Europa - wat in bredere zin VPK meer gaat helpen dan de rest van de markt.