17 Aug 2023

Aegon Asset Management: Video: Strategic Thinking – August 2023

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.

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