Advisers
This section is for independent financial advisers. Here you will find news, views, fund information and files to download.
News Headlines
May 2008
Global Strategy
With global equities up 10% from their mid-March lows, the key question for investors has moved on from concern about the collapse of the financial system.
Read the Global Strategy Summary for May 2008 (PDF 78KB)
April 2008
Revitalised AEGON aims for top 10
Read the recent Fund Strategy article which looks at how AEGON Asset Management has changed under the guidance of Andrew Fleming.
Read the full Fund Strategy article.
(PDF 180KB)
ISA Changes
ISA rules are changing from 6th April 2008.
For more information on the new rules, click here.
March 2008 Market Commentaries
View the March 2008 market commentaries
(PDF 45KB)
Global Strategy
A recession is widely expected in the US and fears about global growth have risen as the credit crunch extends into its fourth quarter.
Read the Global Strategy Summary for April 2008
(PDF 78KB)
Read the Macro Report for Q2 2008
(PDF 130KB)
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Conference Call
UK Opportunities
Following a testing end to 2007 for UK investors, the outlook for UK equity markets in 2008 continues to be challenging. In a recent conference call our Head of Strategy, Bill Dinning, shared his outlook on equity markets with specific focus on the UK. Bill was joined by AAA Citywire rated fund manager, Audrey Ryan. The fund celebrated its 1st anniversary on 1 March and Audrey discussed the key drivers of performance over the last year, and how the fund is positioned going forward into 2008.
Read the transcript here
(PDF 308KB)