Aegon Asset Management

SRI Services Good Money Week

Dividend investing has gained prominence, and it’s essential to navigate this golden period effectively.

The landscape of tech dividends is evolving. Alphabet has joined Microsoft, Apple and Nvidia in the dividend club, signalling a shift in the tech sector’s approach to shareholder returns.

Elevated yields and rising coupons look attractive, but credit spreads are relatively tight. This environment warrants both caution and optimism.

Carolyn Bell joins

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.