Investor thinking

AXA IM: Draai naar bedrijfsobligaties zet pensioenfondsen in het zonnetje

Met de naderende stelselherziening krijgen Nederlandse pensioenfondsen meer vrijheid. Waarschijnlijk zullen ze daarom miljarden euro’s van staatsobligaties met rendementen van nabij of onder de nul opschuiven richting bedrijfsobligaties met zonniger perspectieven.

Dit stellen beleggingsexperts van AXA Investment Managers woensdag tijdens de online media roundtable getiteld: The Great Dutch Bond Billions Rotation. Met de introductie van de AXA IM Bond Performance Barometer zal de Franse assetmanager vanaf nu elk kwartaal voor obligatiebeleggers de ‘weersomstandigheden’ op de markten schetsen.

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