There are 7 item(s) tagged with the keyword "Banks".
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In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Aegon Strategic Bond strategies reviews what was a very challenging month for global bond markets, but why he believes the peak of the interest rate cycle and falling inflation make the outlook even more attractive. He also gives an update on how we are allocating against this backdrop and discusses why flexibility will be key.
In the latest Strategic Thinking video, Alex Pelteshki, co-manager of the Aegon Strategic Bond strategies, discusses why bonds are back, after years of quantitative and monetary easing causing traditional income asset classes to be squeezed out.
Last week’s announcement by the UK Prime Minister to amend the UK’s net zero strategy, was disappointing from an environmental perspective. Among the changes announced was a delay to the ban on the sale of new internal combustion engine cars and gas boilers until 2035 from 2030. The measures have been widely criticised by climate activists and business leaders alike and must call into question the UK’s position as a global leader on climate change.
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.
The collapse of Silicon Valley Bank has thrust the banking sector back into the headlines. Fifteen years on from the GFC, the industry is once again attracting the scrutiny of nervous regulators and investors. “Plus ça change” one might be tempted to say.
In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Strategic Bond strategy, shares his thoughts on the market backdrop for fixed income, if the market is over-or-underpricing rate hike expectations, where he thinks credit markets will go next and gives his outlook for the next few months.
In the latest edition of Strategic Thinking, Colin Finlayson, co-manager of the Strategic Bond strategy, shares his thoughts on the key macro-economic factors that are worth watching for to determine the direction of fixed income markets in 2023. Colin also explains the reasons why we believe 2023 offers a much more positive outlook for bond markets and how we plan to take advantage of this within our portfolio positioning.
Displaying: 1 - 7 of 7