Elevated yields and rising coupons look attractive, but credit spreads are relatively tight. This environment warrants both caution and optimism.
Aegon Diversified Monthly Income Fund co-manager Debbie King reflects on how the fund has achieved a decade of consistent income delivery in an ever-changing macro environment.
Higher bond yields and strong levels of dividend growth mean income-bearing assets currently offer investors an excellent opportunity.
Rising rates have led to higher yields across the fixed income market. Aegon AM’s High Yield managers evaluate risk positioning and total return potential across the quality spectrum.
Three properties remaining
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.