Special Report: Q1 2018 Earnings Wrap Up

Constituents of the S&P 500 generally experienced another strong quarter as companies continue to benefit from a resilient economy and pro-growth tax reforms.

Aegon Insights

LDI is in our DNA

Aegon AM US combines the full complement of the its deep, fundamental, bottom-up research culture, the global top-down house view process, and the firm's risk management systems, to provide customized liability-driven investment solutions.

Our Investment Centers

We understand the importance of long-term relationships, robust risk management and sustainable outperformance.

Aegon AM US provides fixed income strategies across the quality and yield spectrum to institutional investors.


Defining characteristics:
• Bottom-up, research-driven process informed by top-down analysis
• Integrated investment team comprised of industry-focused global credit analysts and dedicated specialty research teams
• Collaborative, team-based research and portfolio management conducted by experienced, long-tenured investment team members

Real Estate

Aegon Real Assets US offers specialized yield-oriented alternative strategies, providing real estate, agricultural and natural resource exposures.


Defining characteristics:
• Decades of experience structuring private real assets tailored to client preferences
• Cycle tested, disciplined and vertically integrated platform underpinned by a risk management infrastructure
• Deep market access coupled with focused underwriting teams

Kames Capital, based in the UK, provides globally-diversified fixed income, equities and multi-asset investment solutions.


Defining characteristics:
• Active manager with a high conviction approach, blending a top-down perspective with bottom-up analysis
• Robust and disciplined investment process
• Experienced and deeply-resourced investment and risk management teams