Aegon's Stephen Adams believes News Corp will need to increase its BSkyB takeover bid to more than £9 per share, saying the current offer underestimates the earnings potential of the broadcaster.
Aegon's Stephen Adams says he is comfortable retaining his position in BP and claims many managers are guilty of "serious capitulation".
Aegon's UK Equity fund has been upgraded to a 'AA' rating by Old Broad Street Research.
Aegon's Adams and Gartmore's Himsworth differ on domestic stocks but both aim to avoid crowded trades
Aegon's fixed income team has been utilising a number of sovereign debt pair trades in its Strategic Bond fund to take advantage of an uneven global recovery.
Cherry Reynard looks at what the future holds for absolute return funds.
Aegon's Audrey Ryan believes an increase in M&A activity will drive UK equity returns in 2010.
South African banking group Investec will join the ranks of the largest companies in the London market when it replaces Resolution in the FTSE 100.
Aegon has cut the AMC on its newly-launched Global Opportunities fund for the first €150m under management.