Aegon Asset Management

Given the economic backdrop heading into 2025, we expect economic stability and growth to continue—albeit at lower levels in some areas. Here’s how we think each sector within fixed income will fare >> https://lnkd.in/eTMvK-ic #Economics #FixedIncomeMarket #2025

While clearly the national debt is going to be increasing over the coming decade due to structural law, we question the likelihood of the Trump estimates fully manifesting themselves. https://lnkd.in/eYw36ADc #Economics, #USdeficit, #GDP

With the recent back-up in interest rates, the market was set up for a hot consumer-price index print. What they got was lukewarm.  https://lnkd.in/eTXqcCra #Economics, #interestrates, #FederalReserve, #inflation

Bonds from challenged companies can offer attractive upside potential and full recoveries. These situations can present intriguing opportunities to uncover ‘good’ bonds in ‘bad’ businesses. https://lnkd.in/eN6YCXpT #highyieldbonds #fixedincome #investments 

This week, in collaboration with Outliers Advisory and MAG Investimentos, we welcomed nearly 20 asset allocators from #Brazil to our London office to discuss investment opportunities for the future. Thank you to our experts, Alexander Pelteshki, CFA, Vincent McEntegart, Mark Peden, and Thomas Hanson, CFA for sharing their insights and our guests who joined the conversation. 

Aegon AM’s market outlook discusses how inflation and interest rates will likely influence equities, fixed income and currencies during the remainder of 2024. https://lnkd.in/eSYmwwBY #Economy, #FederalReserve, #fedfundsrate, #Interestrates

The September payroll data was strong, but it remains to be seen whether the pace will be sustainable over the long term. https://lnkd.in/eT_DCTYc #Economics, #interestrates, #FederalReserve, #labormarket, #payrollreport 

Aegon Asset Management is proud to introduce our new look, which includes a new logo, new imagery, new color palette and a new font. Who we are and our steadfast commitment to our clients remains unchanged, though it will now be accompanied by a more modern look and feel. Check out our website to see more >> https://lnkd.in/e3WfatQf

The 24th of September, marks the day that the delegation of Aegon Asset Management and AIFMC opened the trading on the Amsterdam Stock Exchange. Ms Yuangfang Zhuang, CEO of AIFMC, honorably sounded the gong to open the trading day. https://lnkd.in/eawym4bF

The Federal Open Market Committee kicked off its rate-cutting cycle in a big way on Wednesday, marking its first rate reduction since 2020. https://lnkd.in/e2bZXPsb #Economics, #inflation, #FederalReserve, #fedfundsrate