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AAM/Kames market update with Stephen Jones and Adrian Hull

Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Adrian Hull, Head of Fixed Income UK to discuss the latest market updates and the impact across asset classes.
Recorded Apr 1 2020 33 mins
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Stephen Jones and Adrian Hull
Presentation preview: AAM/Kames market update with Stephen Jones and Adrian Hull

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  • AAM/Kames Multi-Asset Diversified Income strategy update Jun 18 2020 9:00 am UTC 60 mins
    Vincent McEntegart and Nick Edwardson
    Vincent McEntegart, co-manager of the Diversified Income funds and Nick Edwardson, Senior Investment Specialist for Multi Asset will provide an update on how the Diversified Income portfolio is positioned in light of the unprecedented global crisis and the implications for markets.
  • AAM/Kames - The Dividend Dilemma – live webinar with Mark Peden Jun 3 2020 9:30 am UTC 45 mins
    Mark Peden and Iain Snedden
    Income investing has attracted significant attention in recent weeks. Investors are facing a torrent of dividend reductions, postponements and outright cancellations that challenge the flow of income many rely on from owning shares. At Kames, we focus on sustainable and growing dividend yields which we refer to as the ‘dividend sweetspot’. We invest in highly profitable companies that carry low debt levels on their balance sheets and generate strong cash-flows that facilitate the payment of sustainable and growing dividends through time.

    We would like to invite you to join a live webinar with Mark Peden, Co-manager of the Kames Global Equity Income Fund. Mark will explain how he has been managing this period of market stress and the latest positioning of the portfolio.
  • AAM/Kames market update with Stephen Jones and Sandra Holdsworth Recorded: May 28 2020 32 mins
    Stephen Jones and Sandra Holdsworth
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Sandra Holdsworth, Head of Global Rates - UK, to discuss the latest market updates and the impact across asset classes.
  • AAM/Kames Global Sustainable Equity Fund update Recorded: May 27 2020 51 mins
    Andrei Kiselev and Malcolm McPartlin
    It is impossible to predict the direct and indirect implications of the current situation. What we know is that the market will create opportunities for fundamental bottom-up stock pickers who invest sustainably.

    We would like to invite you to join a live webinar with the new managers of the Kames Global Sustainable Equity Fund – Andrei Kiselev and Malcolm McPartlin.

    Andrei and Malcolm took over management of the Fund on 1 May 2020 and will discuss their thoughts on how this is positioned to deal with current markets. They will also share their views on sustainability and the opportunities that ESG affords the Fund during a crisis like this.
  • Aegon Asset Management High Yield market update Recorded: May 14 2020 48 mins
    Jim Schaeffer, Global Head of Leveraged Finance, and Spencer Hogeweg, Lead Portfolio Manager of European High Yield
    High yield markets have rebounded significantly from their low point in March, as central banks stepped in to support credit markets and investor flows turned positive. The question is what the impact will be on the asset class.

    Therefore, it is our pleasure to invite you for our High Yield market update webinar on May 14 at 4pm CET. During this webinar we will be discussing high yield investments in the context of today’s market circumstances dominated by the corona (COVID-19) crisis.

    Topics that we will bring to the table, include
    •Lessons earned from 2008
    •Central bank measures in support of high yield investments
    •Positioning in our portfolios
    •Liquidity considerations

    Jim Schaeffer, our Global Head of Leveraged Finance, and Spencer Hogeweg, our Lead Portfolio Manager of European High Yield, will be your speakers. Fernand Schürmann, our Partnership Relations Director, will be your host.
    Please register via the link below.
  • AAM/Kames market update with Stephen Jones and Vincent McEntegart Recorded: May 14 2020 34 mins
    Stephen Jones and Vincent McEntegart
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Vincent McEntegart, Investment Manager, Multi Asset Investing, to discuss the latest market updates and the impact across asset classes.
  • AAM/Kames Strategic Bond strategy update Recorded: May 7 2020 11 mins
    Alexander Pelteshki
    As the situation around COVID-19 continues to develop, Alexander Pelteshki co-manager of the Kames Strategic Bond strategies, provides an update on the funds and discusses where the team are seeking value across the fixed income market.
  • AAM Investment Grade Credit update Recorded: May 7 2020 37 mins
    Hendrik Tuch, our Head of NL Fixed Income and Johan Rol, Senior Portfolio Manager
    Central banks have managed to stabilize credit markets through their buying programs and related liquidity measures. But the economic fundamentals are still very poor and rating agencies continue their string of rating downgrades across the credit market.

    In this webinar, we will discuss our current views on the Investment Grade credit market and portfolio positioning. We will also discuss the relative value of Investment Grade credits versus other asset classes and provide you with the opportunity to ask any questions.
    Hendrik Tuch, our Head of NL Fixed Income, and Johan Rol, our Senior Portfolio Manager in the Credits team, will be your speakers. Fernand Schürmann, our Director Strategic Partnership Relations, will be your host.
  • AAM Market update call - Olaf van den Heuvel and Hendrik Tuch Recorded: May 6 2020 21 mins
    Olaf van den Heuvel and Hendrik Tuch
    With the recent developments around the Coronavirus (COVID-19) we can imagine you might have questions about the impact on your portfolios and business continuity in general. Therefore we want to invite you to a webinar this Wednesday to give a brief update on the current situation and provide you with the opportunity to ask any questions.

    As usual, Fernand Schürmann, our Director Strategic Partnership Relations will be your host. Hendrik Tuch, our Head of Fixed Income and Olaf van den Heuvel, our Global Head of Multi-Asset Strategies, will be your speakers. They will elaborate on central banks actions, market developments and portfolio positioning.
  • The Asset Management for Insurers Insight Series - Webinar 3 Recorded: Apr 30 2020 41 mins
    Gerard Moerman, Head of Investment Solutions
    Has the asset landscape shift created opportunities in liquid markets?
    Market turmoil has led to dramatic spread movements in liquid fixed income markets. Has the market overreacted, or do these new levels reflect the increased risks in the lending markets? Gerard discusses with Olaf van den Heuvel, Aegon AM’s Head of Multi-Asset, and considers these in the context of an insurer’s SCR budget.

    The start of 2020 has seen unprecedented turmoil in the financial markets. What is the impact on insurance companies? Which investment opportunities are emerging from a balance sheet perspective? You are invited to our Asset Management for Insurers Insight Series, hosted by Gerard Moerman, Head of Investment Solutions.

    Webinar 1: Aegon Insurances’ experience and insights
    17 April, 11.00 – 12.00 CET
    You can find the recording by typing 'Insurers Insight Series' in the search box.

    Webinar 2: Illiquid investments: how they weather the current storm
    24 April, 11.00 – 12.00 CET
  • AAM/Kames market update with Stephen Jones and Mark Peden Recorded: Apr 30 2020 35 mins
    Stephen Jones and Mark Peden
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Mark Peden, Investment Manager, Equities to discuss the latest market updates and the impact across asset classes.
  • AAM/Kames High Yield strategy update Recorded: Apr 28 2020 36 mins
    Thomas Hanson and Mark Benbow
    Thomas Hanson, European Head of High Yield and Mark Benbow, Investment Manager will give their views on the market and how the team are managing our high yield funds in the current conditions.
  • The Asset Management for Insurers Insight Series - Webinar 2 Recorded: Apr 24 2020 44 mins
    Gerard Moerman, Head of Investment Solutions
    Illiquid investments: how they weather the current storm
    Many asset classes have suffered severe hits in recent weeks. Illiquid assets such as mortgages and infrastructure have fared relatively well. Could they be a stable reference point during the uncertain time to come? Gerard will discuss with Frank Meijer, Aegon AM’s Head of Alternative Fixed Income.

    The start of 2020 has seen unprecedented turmoil in the financial markets. What is the impact on insurance companies? Which investment opportunities are emerging from a balance sheet perspective? You are invited to our Asset Management for Insurers Insight Series, hosted by Gerard Moerman, Head of Investment Solutions.

    Webinar 1: Aegon Insurances’ experience and insights
    17 April, 11.00 – 12.00 CET
    You can find the recording by typing 'Insurers Insight Series' in the search box.

    Webinar 3: Has the asset landscape shift created opportunities in liquid markets?
    30 April, 14.00 – 15.00 CET
  • How crisis can create opportunity - AAM/Kames Strategic Bond strategy update Recorded: Apr 22 2020 45 mins
    Colin Finlayson and Alexander Pelteshki
    As the situation around COVID-19 continues to develop, co-managers of the Kames Strategic Bond strategies, Colin Finlayson and Alexander Pelteshki, discuss where they are seeking value across the fixed income market.
  • AAM/Kames Multi-Asset Diversified Income strategy update Recorded: Apr 21 2020 38 mins
    Vincent McEntegart and Nick Edwardson
    Vincent McEntegart, co-manager of the Diversified Income funds and Nick Edwardson, Senior Investment Specialist for Multi Asset will provide an update on how the Diversified Income portfolio is positioned in light of the unprecedented global crisis and the implications for markets.
  • The Asset Management for Insurers Insight Series - Webinar 1 Recorded: Apr 17 2020 43 mins
    Gerard Moerman, Head of Investment Solutions
    Aegon Insurances’ experience and insights
    The first of three webinars starts with an interview with Erik Leseman, Head of Investment Management, Aegon in the Netherlands. Erik will share insights on how a global insurer operates during these extraordinary times. The interview will explore the challenges of managing a general account portfolio, both from a market and Solvency II capital charge perspective.

    The start of 2020 has seen unprecedented turmoil in the financial markets. What is the impact on insurance companies? Which investment opportunities are emerging from a balance sheet perspective? The Head of Investment Management, Aegon Netherlands, will share his views with us. You are invited to our Asset Management for Insurers Insight Series, hosted by Gerard Moerman, Head of Investment Solutions.

    Webinar 2: Illiquid investments: how they weather the current storm
    24 April, 11.00 – 12.00 CET

    Webinar 3: Has the asset landscape shift created opportunities in liquid markets?
    30 April, 14.00 – 15.00 CET
  • AAM/Kames market update with Stephen Jones and Colin Dryburgh Recorded: Apr 16 2020 28 mins
    Stephen Jones and Colin Dryburgh
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Colin Dryburgh, Investment Manager, Multi-Asset Investing to discuss the latest market updates and the impact across asset classes.
  • Kames Absolute Return Bond strategy - Quarter 1 2020 review Recorded: Apr 14 2020 29 mins
    Colin Finlayson and Rory Sandilands.
    Kames Absolute Return Bond Fund Quarter 1 review with investment managers Colin Finlayson and Rory Sandilands.
  • AAM/Kames market update with Stephen Jones and Neil Goddin Recorded: Apr 9 2020 35 mins
    Stephen Jones and Neil Goddin
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Neil Goddin, Investment Manager, Global Equities to discuss the latest market updates and the impact across asset classes.
  • AAM/Kames Global Sustainable Equity Fund update Recorded: Apr 7 2020 45 mins
    Craig Bonthron and Iain Snedden
    Craig Bonthron, co-manager of the Kames Global Sustainable Equity Fund will be joined by Iain Snedden, Investment Specialist to discuss market developments and how the team are managing the fund in the current conditions.
A trusted partner for the long-term
Aegon Asset Management is leading global investor. Kames Capital and TKP Investments are part of Aegon Asset Management. Our 380 investment professionals manage and advise on assets of €352 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.

Aegon Asset Management currently operates through multiple brands. Aegon Asset Management is our principal investment brand in Continental Europe, the Americas and Asia. Kames Capital is our UK asset management brand, while TKP Investments provides investment solutions for Dutch pensions funds based on a multi-manager approach.

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