Rising rates have led to higher yields across the fixed income market. Aegon AM’s High Yield managers evaluate risk positioning and total return potential across the quality spectrum.
Three properties remaining
Climate change and the transition to net zero is an increasingly important theme for investors. Aegon AM explore how climate change can be incorporated within portfolios, including fixed income.
Aegon AM’s Head of Europe High Yield considers the tactical and structural case for the asset class at a time when the ‘high’ part of ‘high yield’ is finally living up to its name.
The market is pricing in a policy rate of 4.75% by the year-end. Aegon AM’s James Lynch discusses why there has been such a huge turnaround in expectations.
Aegon AM have published a new edition of Engage, their responsible investing newsletter