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 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)

An opportunity for bonds? Twenty years’ experience says yes.

David Roberts, Head of Fixed Income at AEGON Asset Management, will this year be celebrating 20 years in the investment industry. David was named the Citywire Corporate Bond Manager of 2005. However, he is more proud of being part of the team that won the Best Overall Group Award in the Bond (Large) Category in the 2007 Lipper Awards, an award which confirms AEGON Asset Management’s reputation as experts in fixed income investments.

Read David's interview with Phil Milburn
(PDF 320KB)

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. The debate now is whether we are just seeing a bear market rally or something more sustained. We look at a number of things to help determine whether it’s the latter, including a variety of fundamental and technical indicators.

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 from a narrowly focused bonds house into a competitive equity funds manager under the guidance of Andrew Fleming.

Read the full Fund Strategy article.
(PDF 180KB)

April 2008 Market Commentaries

View the April 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)

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)

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