July 2008

Global Strategy

In the last month we have sold more equities. We’ve reduced our overweight in the UK further and increased our underweight in Europe. We have also reduced our Asia ex-Japan position to neutral from overweight. We are still overweight equities. We remain underweight bonds and property. We are overweight cash.

Read the Global Strategy Summary for July 2008 (PDF 80KB)

June 2008 Market Commentaries

View the June 2008 market commentaries
(PDF 309KB)

June 2008

Global Strategy

Our overall allocation remains overweight equities and underweight bonds, property and cash. However, in mid-May we reduced the size of the equity overweight and reduced the size of the cash underweight. We took money out of UK equities and added to our holdings in Latin America. We are now overweight Latin America having been neutral. We are still overweight UK equities.

Read the Global Strategy Summary for June 2008 (PDF 78KB)

May 2008 Market Commentaries

View the May 2008 market commentaries
(PDF 309KB)

May 2008

AEGON announces creation of global asset management business

AEGON is to create a single, global organization for its asset management activities – a first step toward putting management of the Group on a more international footing.

Click here to visit AEGON NV website for more details

AEGON Asset Management wins top awards

AEGON Asset Management has scooped two awards at this year’s Money Observer Fund Awards. AEGON Asset Management’s UK Equity Fund managed by Stephen Adams and the Ethical Equity Fund managed by Audrey Ryan, both won the top prize in their respective categories at the annual awards, held in London on Wednesday 28 May 2008.

Read the full Press Release
(PDF 38KB)

A unique opportunity for bonds? Twenty years' experience says yes.

AEGON's award winning bond managers David Roberts and Phil Milburn discuss David's twenty years' service and the unique opportunities that bond markets currently offer.

Watch the full video interview.

Ethical AEGON gears up to challenge local rivals

AEGON Asset Management has built a reputation to rival that of many of its larger Edinburgh-based rivals.

Read the full Citywire article
(PDF 320KB)

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)

Read the Macro Report for Q2 2008
(PDF 130KB)

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)

AEGON Asset Management wins Lipper Award

AEGON Asset Management has won the Best Overall Group Award in the Equity (Large) category at the Lipper UK Funds Awards.

Read the the full press release
(PDF 82KB)