What’s on the Menu?

Disinflationary forces point to a more benign environment

As the economy slows and the cycle ages, companies will likely face financial headwinds. Aegon AM’s experienced high yield team explores whether high yield issuers can weather a downturn.

With one year having passed since the launch of the strategy, T. Rowe Price Portfolio Manager, Matt Lawton, answers questions about the evolution of impact investing over the past 12 months, activity within the strategy, successes and challenges, and what he is watching in 2023.

Aegon AM Investment Grade portfolio manager, Euan McNeil, reflects on how sterling credit markets have fared since the end of the disastrous and short-lived Truss Premiership.

MFS Chief Economist Erik Weisman suspects the next business cycle will feature a bit more growth, a little more inflation and Main Street beating out Wall Street.