There are 98 item(s) tagged with the keyword "Aegon Asset Management".
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In recent history the UK equity market has lagged global developed markets, yet there are signs that the tide is turning. Some of the characteristics that previously held the UK market back, including its sector mix, may now be working in its favour.
From debt-weighted indices and changing fundamentals to market inefficiencies and forced trading, credit markets present distinct challenges for passive investors and opportunities for active management. We explore some of the key considerations.
Why the case for owning IG as an income asset has rarely been stronger
Technology creates value. Investors benefit by identifying and owning the businesses best placed to capture it.
The label "junk bonds" has been around long enough to subtly influence how many investors think about the high yield market - as something inherently reckless, a place you go when you are willing to gamble. After 26 years in credit markets, 13 of them focused specifically on high yield, I find that characterisation increasingly misleading, and substantially wrong.
The decline in UK IPOs is part of a broader global trend, but the UK has been hit particularly hard. With fewer companies listing, more choosing overseas markets, and a steady stream of takeovers, the question is no longer whether there is a problem, but how serious it has become and whether there is a realistic path to recovery.
In the latest edition of Strategic Thinking Out Loud, Alex Pelteshki, Investment Manager, explores how the wave of rolling recessions – sweeping through sectors from Energy to Software – is reshaping opportunities across credit markets. He discusses why this environment highlights the advantage of a concentrated, index-agnostic active management approach that is focused on precise security selection.
Displaying: 1 - 10 of 98