A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 99 item(s) tagged with the keyword "Aegon Asset Management".
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French government bonds have suffered one of their worst periods of underperformance since the European sovereign debt crisis, but what is really behind the move? In this episode of Strategic Thinking Out Loud, Colin Finlayson, Investment Manager, discusses the forces driving the sell-off, why higher interest rates are exposing vulnerabilities across markets and where investors should be looking for opportunities amid the volatility.
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.
Displaying: 1 - 10 of 99