Aegon Asset Management

The final two months of 2023 were among the strongest on record for global bonds and we expect this trend to continue well into the year says Aegon AM’s Alexander Pelteshki.

There have been two standout themes in global equities in 2023: the outperformance of US mega-cap tech stocks and the Japanese stock market. Will these trends continue in 2024?

FTSE 100 down 0.3%

A soft landing or a hard landing? Aegon AM Portfolio Manager, Alexander Pelteshki, looks to 2024, where markets are still searching for an answer to this key question.

Four experts write

Fund managers remain optimistic

Rachel Ferguson joins

First cross-border initiative

22% year-on-year growth

After over a decade of being a friend, duration risk became the bond market’s foe at the end of 2020. Aegon AM’s Colin Finlayson explains why investors should no longer fear duration risk.