{"id":7826,"date":"2026-02-01T11:07:48","date_gmt":"2026-02-01T10:07:48","guid":{"rendered":"https:\/\/elite-news.com\/?p=7826"},"modified":"2026-02-01T11:07:48","modified_gmt":"2026-02-01T10:07:48","slug":"investeerders-brief-van-22-12-2025-6","status":"publish","type":"post","link":"https:\/\/elite-news.com\/nl\/investeerders-brief-van-22-12-2025-6\/","title":{"rendered":"Investeerders brief van 22\/12\/2025"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

Het is weer van dat!!!!<\/h2>\n\n\n\n

Hoewel de markten deze week relatief rustig waren, heeft dit de meeste indexen er niet van weerhouden om in positief terrein te eindigen.<\/p>\n\n\n\n

En volgens de verschillende fondsbeheerders, macro-economen en traders die ik de afgelopen dagen heb ontmoet, zou dit optimisme ons nog een tijdje moeten blijven vergezellen, zelfs tot in het eerste semester van 2026.<\/p>\n\n\n\n

Toch moeten we voorzichtig blijven met de waardering van bepaalde aandelen die inmiddels op stratosferische niveaus staan en daardoor blootgesteld zijn aan een mogelijke correctie.<\/p>\n\n\n\n

We denken natuurlijk aan de TECH-sector, waarbij AI de laatste sessies vragen oproept, ook al weten we dat we het op lange termijn niet mogen negeren.<\/p>\n\n\n\n

Aan de kant van de FED wordt in december een renteverlaging verwacht, wat een sterk signaal zou zijn voor het economisch herstel en ter ondersteuning van de markten.<\/p>\n\n\n\n

We zijn inmiddels al aangekomen in de laatste maand van 2025, een jaar dat nogal turbulent was, maar uiteindelijk toch mooie prestaties heeft opgeleverd.<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

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