Advertisement

Rising rates continue to create headwinds for fixed income markets. However, for investors cautious about rates, but seeking higher income, short-dated high yield bonds may be worth a closer look.

Investors should focus on fundamentals, not politics.

At Aegon Asset Management we view current valuation levels across global investment grade credit as extremely compelling, and our view on interest rate markets provides additional support for this case

Four key factors set to shape the outlook for digital advertising

Aegon Asset Management’s strategic bond portfolio managers make the case for current valuations being an attractive entry point into global fixed income, against a tough but broadly priced-in market backdrop.

The US equity landscape is changing as key characteristics retreat from extremes

The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator.

High yield bonds could offer a yield advantage relative to equities

The economic outlook remains challenging, but we believe higher yields contribute to a compelling case for bonds.