Aegon AM’s market outlook discusses how inflationary developments and geopolitical concerns will likely influence equities, fixed income and currencies during the second half of 2024. https://lnkd.in/e7an3nMK #Macroeconomics, #FederalReserve, #fedfundsrate, #Interestrates
Over ons
Aegon Asset Management – Investing Beyond Borders. We are active global investors and organize our capabilities around four global investment platforms where we have deep asset-class expertise: Fixed Income, Real Assets, Equities, and Multi-Asset & Solutions. We serve a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
- Website
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https://www.aegonam.com
Externe link voor Aegon Asset Management
- Branche
- Vermogensbeheer
- Bedrijfsgrootte
- 1.001 - 5.000 medewerkers
- Hoofdkantoor
- The Hague
- Type
- Naamloze vennootschap
- Specialismen
- Fixed Income, Equities, Real Assets, Multi-Asset, Insurance Asset Management, Alternative Investments, Absolute Return, Multi Manager, Liability-Driven Investing, Sustainable Investing, Responsible Investing, Impact Investing en Fiduciary Management
Locaties
Medewerkers van Aegon Asset Management
Updates
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Emerging markets debt investors should always be vigilant about geopolitically driven events given their fluid nature. But these occurrences can create attractive return opportunities for nimble active investors. https://lnkd.in/dn3ieUTT #Emergingmarketsdebt, #Geopolitics, #Ukraine, #MiddleEast
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Restrictive interest rates will likely continue to weigh on economic activity, although our outlook suggests cooling rather than an outright collapse into recession. Here’s how we think each sector within fixed income will fare. https://lnkd.in/dC8TQBaD #Fixedincome, #Economics, #Macro, #Bonds
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And that’s a wrap for this year’s BondTalk Live! Thanks again to Nuala Walsh and to all who attended today and helped make the event such a success. Should you wish to find out more please contact Mark Ferguson, or a member of our distribution team here https://lnkd.in/eEPtGmcu #bondtalklive
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Huge thanks to Nuala Walsh for joining today’s BondTalk Live event, sharing her expert views on how to have conviction in our decisions and making smarter decision in a noisy world #bondtalklive
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‘There could not be a more opportune time to be a nimble bond investor’. Strategic Bond portfolio manager Alexander Pelteshki, CFA, with George Gardner, with some great insight today on navigating global fixed income markets. #bondtalklive
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Head of Alternative Fixed Income Frank Meijer, with Hari Patel, takes us through a deep dive into Asset Backed Securities, exploring the attractions of ABS and the ways in which our UK clients are incorporating them within their Portfolios. #bondtalklive
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High-yield bonds had a banner year in 2023 with double-digit returns… As the economic outlook evolves, what lies ahead for the high-yield market? Portfolio Manager Mark Benbow shares his thoughts at today's #bondtalklive
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A great discussion between Anne Scott and Rory Sandilands, with Martin Canavan, sharing Aegon AM’s experience in building climate transition investment solutions that form a net zero pathway for fixed income portfolios and how that framework can align to the UK industry’s growing push towards sustainability. #bondtalklive
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Investment Grade Portfolio Manager Euan McNeil is up next, to discuss striking the balance between conviction and flexibility in fixed income investing. #bondtalklive