A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 85 item(s) tagged with the keyword "Aegon Asset Management".
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Credit markets are flashing a signal that hasn’t appeared in decades: corporate bonds are trading as if default risk has virtually disappeared. This compression in credit spreads – the extra yield investors demand to hold corporate debt over government bonds – has created either an extraordinary opportunity or a dangerous trap.
With credit spreads hovering near generational lows, Alexander Pelteshki, Investment Manager, breaks down the current state of global credit markets in the latest edition of Strategic Thinking Out Loud. He explores the drivers behind the rally and outlines a cautious yet opportunistic approach to managing risk and yield in fixed income portfolios.
As we reach the middle of 2025, we face a set of circumstances that are both fairly unique and strangely familiar. Think ‘bond vigilantes’, conflict in the Middle East, US deficit concerns, widespread higher fiscal spending and a UK Labour Government. Sound familiar?
Amazon CEO Andy Jassy made headlines this week with his message to employees: AI will gradually reduce its need for corporate staff.
This latest article in our income opportunities series delves into the world of equities, explaining why we believe we are in a ‘golden age’ and examining the scale and variety of available dividends. We also discuss the traditional dividend-stronghold sectors and highlight some of the market's emerging equity players and payers.
Drawing on deep expertise, measured judgement and skilful market navigation, we scan the horizon for risks and opportunities, discovering fresh perspectives and insights to shape better investment outcomes.
Bond markets are enduring one of their most uncertain and volatile periods in recent memory. Market consensus views have been formed and abandoned in response to the changing macro and political backdrop, resulting in an environment where high-conviction views about the market outlook are more difficult to find. While uncertainty might not be everyone’s best friend, the volatility it brings supports a strong argument in favor of active duration risk management.
One story has dominated bond markets in the last month, the US trade tariffs. Although they had been widely anticipated, we are not sure anyone had on their bingo card that the Trump administration would announce such aggressive and comprehensive tariffs….and do so using their own giant bingo card! Listen to the latest Thinking Out Loud for the latest thoughts from Colin Finlayson, investment manager, Fixed income.
The bar has been set high for global equity markets going into 2025. Two years of strong returns could lead investors to question: is there any room to move higher? We think so, but it’s not as simple as just buying the market.
The macroeconomic outlook suggests moderating growth and controlled inflation. However, uncertainty has risen post-US election, with the new administration's policy agenda still unclear. Proposed trade tariffs may initially boost US inflation but could dampen growth modestly. Global impacts may skew negative, widening divergences between the US and Europe, China, and others.
Displaying: 1 - 10 of 85