There are 64 item(s) tagged with the keyword "Aegon Asset Management".
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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.
Erling Haaland made a blistering start to his football career in England. Two goals against Burnley on the opening weekend of the 2023/24 season took his Premier League record to 38 goals and eight assists in just 36 appearances for Manchester City. He has become a dream Fantasy Football pick, with more than 90% of players selecting him ahead of next weekend’s fixtures.
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.
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