Summer rebound

Aegon Asset Management
By July 21, 2021 08:06

Summer rebound

House View 

Restrictions are being lifted in the developed world releasing pent-up demand. Fiscal and monetary policy remains hugely accommodative. This will result in high growth figures in the coming quarters. The pandemic is however far from over as variants pop-up and the emerging world has largely been cut-off from vaccine supplies. We expect the recovery to continue, and the world to resume to a more normal state in the next year. Financial markets have largely priced in this benign scenario, and valuations are…

Asset Manager

We are active global investors.

In a complex world we think and act across traditional boundaries. We organize our teams globally by asset class, to bring the breadth and depth of our investment and research capabilities together for clients across the world. We call it investing beyond borders..

Website: www.aegonam.com

Bas Smit
Business Development Manager, Netherlands
Tel: +31 6 12 27 62 73
bas.smit@aegonam.com

Jeroen van Wilgenburg
Business Development Manager, Netherlands
Tel: +31 6 51 35 24 20
jeroen.wilgenburg@aegonam.com

Aegon Asset Management
By July 21, 2021 08:06

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