There are 62 item(s) tagged with the keyword "Aegon Asset Management".
Displaying: 21 - 30 of 62
I recently visited a whisky distillery in the north of Scotland. Clearly, this was for pleasure, not business, as making potent alcoholic beverages isn’t going to feature in a sustainable fund. However, I must confess to enjoying good single malt and while on the distillery tour, I got to thinking about the sustainability challenges the industry faces.
In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Aegon Strategic Bond strategies, discusses three things we learned in the last month - UK Inflation is falling again, Central Banks are now ending (and starting) their hiking cycles, and corporate bonds liked this market backdrop. He also reviews how we are allocating against this backdrop and the three core positions within the portfolio.
Carbon capture and storage has made headlines this summer, with two new UK schemes receiving government backing and more identified over the next decade. Carbon capture is an industry which has had many false starts. Does it really have a part to play in our race to net zero?
Global Fixed Income Mid-Year Outlook
Global House View
High yield investors are facing a conundrum as they evaluate valuations and entry points.
Things are not always as they appear. Often a company’s role in creating a sustainable future is not clear at first glance, but a closer look shows its products are a key enabler of the transition.
For years, investors have faced the reality of lending to corporates at ever falling yields. Now, the high yield market is living up to its name. As rates have shifted higher, yields on high yield bonds continue to increase, even in the higher-quality part of the market.
Aegon AM’s Head of Macro Strategy Frank Rybinski (CFA), shares his insights on what he expects the Fed to do next and the monetary outlook for the remainder of 2023. Frank also discusses how he feels investors should position themselves for the environment ahead.
In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Aegon Strategic Bond strategies, reviews global fixed income markets in May, discusses the why the level of yields, peak in inflation and the end of the central banks hiking cycle, make the outlook for bonds so compelling and explains how the fund is allocated against this backdrop.
Displaying: 21 - 30 of 62