Industry Voice

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.

For smaller company investors, the stress in the US banking sector is acutely relevant given that regional banks represent a key component of the investment universe.

A new world of geopolitical uncertainty creates new investment opportunities, be it in clean energy, critical materials or the space economy.

Credit Suisse write-down does not spell the end of this market

Lombard Odier explore how these bonds can be used to add convexity, and enhance ratings and risk-adjusted returns

Brisk reopening brings quicker consumption response

In a tight risk/reward environment, stock selection will be the key driver of returns

Climate change and the transition to net zero is an increasingly important theme for investors. Aegon AM explore how climate change can be incorporated within portfolios, including fixed income.