Global House View Second Quarter 2022

Aegon Asset Management
By May 13, 2022 10:39

Global House View Second Quarter 2022

Cross asset allocation: Our neutral score across all main asset classes represents a more cautious tone in markets that we see carrying on through the second quarter of 2022. Increased hawkishness by major central banks despite the ongoing Russia-Ukraine war shows a clear shift in policy to combat inflation. Yields across fixed income have pushed higher as a result. Although we see equity markets now at more attractive valuations, we anticipate further volatility as corporate earnings face greater headwinds and global growth is forecasted to slow. We prefer to be selective with risk within each individual asset class, for instance, within credit markets where we see pockets of opportunity after a re-widening of spreads. 

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 May 13, 2022 10:39

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