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There are 28 item(s) tagged with the keyword "Credit".

Displaying: 1 - 10 of 28

Central Banks have something for everyone – higher, lower and unchanged....for now

Over the last few days, three of the major Central Banks – Bank of England, Bank of Japan and US Federal Reserve - have completed their rate setting meetings – and each has had a different outcome: up, down and no change!

Tags: Aegon Asset Management, Banks, Rates, Credit
How to switch back into bonds now cash is no longer "King"

Investor allocations to bonds have been low in recent years with many investors preferring to hold cash or money market funds instead. In the period of low/rising bond yields and high deposit rates, this made perfect sense. Now, as we enter the next phase of the interest rate cycle, this is no longer the case.

Tags: Aegon Asset Management, Long-Term Outlook, Credit
Global Fixed Income Mid-Year Outlook

So far, much of 2024 has been a waiting game with the market focused on US inflation and when it might spur the Federal Reserve (Fed) to cut interest rates. However, there have been signs that the Fed’s string of rate hikes may finally be bringing inflation under control. Monthly inflation was flat in May—its lowest level since July 2022—which helped push the year-over-year inflation rate down to 3.3% from 3.4% in April. 

Tags: Aegon Asset Management, Credit
High yield: Breaking down the maturity wall

The maturity wall has been a hot topic lately—and rightfully so. After all, the ability of issuers to repay their debt obligations is a key consideration for bond investors. And assessing the upcoming maturity schedule becomes even more critical for high yield companies, some of which may face strained liquidity or challenges accessing capital markets.

Tags: Aegon Asset Management, High Yield, Credit
Global Perspectives: Disinflation creates solid ground for rate cuts

Jenna Barnard, Co-Head of Global Bonds, looks at key factors shaping the economy and markets and why the disinflation dynamic should leave bonds well positioned as 2024 progresses.

Tags: Janus Henderson, Inflation, Credit
2024 Fixed Income Outlook

Colin Finlayson, Euan McNeil and Thomas Hanson from Aegon Asset Management’s fixed income team take a closer look at the prospects for Sovereign Bonds, Investment Grade Credit and High Yield Credit in 2024.

Tags: Aegon Asset Management, High Yield, Opinion, Banks, Credit
High yield opportunities: Balancing caution and optimism

Although caution is warranted, high yield continues to offer attractive opportunities.

Tags: high yield, credit, Aegon Asset Management
Video: Strategic Thinking – October 2023

In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Aegon Strategic Bond strategies reviews what was a very challenging month for global bond markets, but why he believes the peak of the interest rate cycle and falling inflation make the outlook even more attractive. He also gives an update on how we are allocating against this backdrop and discusses why flexibility will be key.

Tags: Aegon Asset Management, Macro, Banks, Credit
Video: Strategic Thinking – September 2023

In the latest Strategic Thinking video, Alex Pelteshki, co-manager of the Aegon Strategic Bond strategies, discusses why bonds are back, after years of quantitative and monetary easing causing traditional income asset classes to be squeezed out.

Tags: Aegon Asset Management, Banks, Credit
Global Perspectives: Dissecting the cycle

Co-Heads of Global Bonds, Jenna Barnard and John Pattullo, discuss policy lags and why they believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.

Tags: Janus Henderson, inflation, Credit

Displaying: 1 - 10 of 28