Investment Conundrums: Aegon's Van den Heuvel on why 'Janus-faced' economic outlook means equity upside is limited

Having a diversified portfolio could soften blows in volatile market

Lauren Mason
clock • 5 min read

The outlook for the global economy is "Janus-faced", according to Aegon Asset Management's CIO Olaf van den Heuvel, who warned that global growth is likely to remain low and equity upside will therefore be "limited".

To continue reading this article...

Join Investment Week today

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

JB Beckett: Why absolute return deserves a second chance in total portfolio approach strategies

JB Beckett: Why absolute return deserves a second chance in total portfolio approach strategies

Fund picks

JB Beckett
clock 25 June 2026 • 3 min read
Scopic Research: Multi-asset teams lean towards equities in Q2

Scopic Research: Multi-asset teams lean towards equities in Q2

Looking at other commodities

Paul Ilott
clock 16 June 2026 • 6 min read
Inside Europe's €1.3trn fund-of-funds market: The active funds earning their place amid passive domination

Inside Europe's €1.3trn fund-of-funds market: The active funds earning their place amid passive domination

Active ETFs on the rise

Lena Tsymbaluk and Giovanni Cafaro
clock 11 June 2026 • 4 min read
Trustpilot