Aegon Asset Management

Aegon Asset Management’s market outlook discusses how tariffs, inflation and interest rates will likely influence equities, fixed income and currencies heading into the second quarter. https://lnkd.in/eiT-rUsG #Macroeconomics, #tariffs, #FederalReserve, #fedfundsrate, #Interestrates

Just 13 hours after “max” tariff implementation, President Trump announced a 90-day pause with a reduced reciprocal tariff rate of 10%. China was excluded. https://lnkd.in/eqpFjbvW #Economics, #tariffs

In terms of GDP, we expect slightly negative annualized growth in the second and third quarters, followed by a small increase in the fourth quarter. https://lnkd.in/eUsaxwww #Economics, #tariffs

Much like the 1775 “shot heard round the world” that kicked off the Revolutionary War, Wednesday’s Rose Garden pronouncement was the quintessential “shot” that officially started a global trade war. https://lnkd.in/ewkt2N3P #Economics, #tariffs

While we view the recent spread widening as a healthy correction, all things considered, it is natural for investors to worry about volatility. How should investors navigate this uncertainty, and what does it mean for the path ahead for high yield bonds? https://lnkd.in/evNDUZvN #HighYield #FixedIncome #Bonds #InvestmentManagement #AssetManagement

Average Dutch house price has risen by 10.6% in February 2025 versus February 2024 as reported by CBS last week. How can this and the latest Housing and Spatial Planning Strengthening Act unveiled by Mona Keijzer impact investments in residential mortgage funds?    The Act, enhancing the Dutch government's role in housing construction, aims to add a total of 110 000 new homes in 2025.    "As the largest manager of institutional investment funds for Dutch residential mortgages, we support Minister Keijzer’s construction ambitions. But looking back on recent years and policies of her predecessors, the delivery of new-build homes continues to lag." says Rutger Brascamp, Head of Mortgages. "Current house price increases may initially benefit the investments in our mortgage funds. Ultimately, however, we think that institutional investors with a long-term horizon are set to benefit even more from a stable house price development. This is because a better balance between supply and demand reduces chances of bubble formation and ensures that future generations of Dutch people can take out mortgage loans in a financially sound manner. We hope, as mentioned, that Minister Keijzer will succeed, because otherwise a further increase in house prices in the Netherlands seems inevitable."

George Arian Nijborg recently spoke to 9fin’s Celeste T. on all things insured credit…https://lnkd.in/ekffJZDs

Structural policy shifts take time to put in place and the larger the proposal the more uncertainty they create. Until the chess pieces have found their new home on the board, it is tough for major new private initiatives to occur. https://lnkd.in/eCCeV5WK #Economics, #tariffs

Here are a few factors that may be worth considering when evaluating emerging markets debt, particularly sovereigns. Read the article >> https://lnkd.in/eGypMUww #Emergingmarketsdebt

In a world where investors are constantly on the lookout for better returns, frontier markets can provide a unique mix of growth potential, event-driven opportunities and diversification benefits for both emerging markets and global investors. Read the article >> https://lnkd.in/eivW3NDR #Newfrontiercountries #Emergingmarketsdebt