It has been easy to make double-digit returns in the bond market over the past year, said Aegon's David Roberts, but managers will face a challenge if further QE causes inflation to rise.
Aegon is launching a retail share class for its Inflation Linked fund.
Pimco is bringing two of its giant institutional funds into the UK retail space for the first time with the launch of a new product range.
Aegon's high conviction UK Opportunities portfolio has outperformed UK All Companies sector since launch with focus on fundamental analysis
Commercial property may have regained some of the ground it lost since the Lehman Brothers collapse but it appears investor sentiment is cooling on the asset class.
Aegon's Phil Milburn expects Irish banks to be able to refinance debt coming up for renewal next month, despite some predicting another testing time for the region.
Fund managers have shown their support for oil giant BP despite its record $17bn (£11bn) loss in the second quarter.
Aegon has named former ABN Amro AM chief and ex-Artemis director Sarah Russell as the new CEO of its asset management business.
Aegon has promoted Peter Shaw to become joint manager with Audrey Ryan on the £43.2m UK Opportunities fund.