As we close out the year, a robust US economy, revised tax code and repatriation of foreign earnings has provided US companies with a boost to profit growth which typically signals a resurgence of capital-expenditure spending (capex) and a strong growth outlook. While the general consensus sees a slight slowing of capex spending, we are more cautious going into year-end as we think the risk is asymmetrically skewed to the downside.
Aegon AM US combines the full complement of 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.
We understand the importance of long-term relationships, robust risk management and sustainable outperformance.
Defining characteristics:
• Bottom-up, research-driven process informed by top-down analysis
• Integrated investment team comprised of industry-focused credit analysts and dedicated specialty research teams
• Collaborative, team-based research and portfolio management conducted by experienced, long-tenured investment team members
Defining characteristics:
• A culture of creativity coupled with decades of experience structuring private real assets tailored to client preferences
• Cycle tested, disciplined and vertically integrated platform supported by applied research and risk management
• Deep market access coupled with focused underwriting teams
• Emphasis on, and long history of responsible investing seeking positive social and environmental impact
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
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