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Dividends to form a bigger proportion of total returns for investors this year than at any time in the past decade.
The US is now exporting globally both rising inflation and interest rate hikes, which creates problems for countries with a weak financial position and/or a weak trade balance.
Andrea will report to Mark Johnson, Aegon AM’s managing director of strategic partnerships.
It may continue to navigate the recovery successfully in line with our baseline scenario, keeping inflation at bay and growth steady.
Asset managers like Federated Hermes, Aegon AM, Robeco, DWS, Columbia Threadneedle, Neuberger Berman or La Française, had some important hires during this month of August.
With inflation elevated, Finlayson says fixed income investors are naturally seeking to invest in sectors that can perform well in a challenging environment for bonds, often favouring financials over lower yielding utilities or industrials.
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