Bijdrage van Aegon Asset Management

Aegon Asset Management’s market outlook discusses how interest-rate cuts (or a lack of them) will likely influence equities, fixed income and currencies in 2024. https://lnkd.in/eMTxghXR #Macroeconomics, #FederalReserve, #fedfund rate, #Interestrates

With rates likely to remain elevated in the near term, will companies be able to address near-term maturities? How concerning is the upcoming maturity wall for investors? In this piece, we break down the high yield bond maturity wall and discuss why the outlook may not be as dire as some may think. https://lnkd.in/eAhCxpJH #macroeconomics, #USeconomy, #fedfundsrate

Relatively tight monetary policy continues to impact property transaction volume and property values. https://lnkd.in/eiH3zCsq

Aegon Asset Management is delighted to watch Michael Robinson from Aegon UK on the stage at #PLSAinvest2024 sharing his insightful views on private markets 

Aegon AM’s market outlook discusses how the inflation pathway and potential central bank actions will likely influence equities, fixed income and currencies in 2024.  https://lnkd.in/ekn9X3ab #Macroeconomics, #FederalReserve,

We believe a clearer view on the fed-funds rate should bring more property transactions back to the market and expect transaction volume to pick up toward the latter half of 2024. https://lnkd.in/ePTCwFyh

The retail sector remains resilient with performance continuing to outpace the other main CRE sectors. https://lnkd.in/eaj9Sz6y

After years of low rates, bonds are back. Rising rates have led to higher yields across the fixed income market. From government bonds to investment grade and high yield corporate bonds, there’s no shortage of yield in the market today. Read more > https://lnkd.in/eP_YUDyJ #bonds #rates #yields

Recent US manufacturing surveys have signaled a notable, negative shift upstream. https://lnkd.in/ed_Qi5uW #macroeconomics, #USeconomy, #USmanufacturing 

We believe many high yield companies are well-positioned to navigate a downturn, however, idiosyncratic situations are creating dispersion and selection will be key. https://lnkd.in/ewMThx7r #highyieldmarket #interestrates #creditmarket