Aegon - Market Snapshot podcast.

For financial advisers and employers only

Join Tim Orton, Aegon UK’s Managing Director of Investment Solutions, and Richard Whitehall, Aegon UK’s Head of Portfolio Management as they discuss how high inflation and interest rates could go, what the key risks are for your portfolios, and what this means for investors.

To register for our Q3 Market outlook webinar on July 21 visit our event page: https://www.eventbrite.co.uk/e/q3-market-outlook-webinar-fragile-markets-handle-with-care-tickets-379099315257

For more information on our Risk-Managed Portfolios, please visit our investment web pages - ARC platform - www.aegon.co.uk/investments/advisers/multi-asset-solutions/risk-managed.html or Aegon Platform - www.cofunds.aegon.co.uk/ukcpw/intermediary/investments/risk-managed-portfolios.html

Important information

The views and opinions contained in this podcast are those of the presenters and may not necessarily represent views expressed or reflected in all Aegon strategies or communications.

The value of investments may go down as well as up and isn’t guaranteed. Investors may get back less than the amount invested.

Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

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How to beat inflation this ISA season

For financial advisers and employers only

With tax year end fast approaching, advisers could face tricky conversations with clients. On paper, low interest rates and high inflation generally means putting savings into investments to help savers avoid a reduction in the purchasing power of their savings.

However, this will be no easy task as economic growth is being challenged by several factors, not least the covid variant Omicron. At the same time, the Bank of England has raised the base rate to curb rising inflation. This is likely to throw up questions from savers choosing between keeping their savings in cash and investing in a Stocks and Shares ISA, or considering intergenerational transfers with a Junior ISA.

In this podcast, Jon Payne, Key Accounts Director at Aegon UK, and Richard Whitehall, Aegon UK’s Head of Portfolio Management, discuss the myriad of market factors at play, as well as why and how savers should consider investing their savings this ISA season.

If you’d like to discuss any of the topics featured in the podcast, please get in touch with your Aegon contact or visit our dedicated tax year end hub to make the most of the tax-efficient opportunities available on our platforms – ARC platform - www.aegon.co.uk/advisers/arc/generate-isa-business-from-your-arc-clients.html or Aegon Platform - www.cofunds.aegon.co.uk/ukcpw/intermediary/training-and-resources/resources/tax-year-end.html

Important information

The views and opinions contained in this podcast are those of the presenters and may not necessarily represent views expressed or reflected in all Aegon strategies or communications.

The value of investments may go down as well as up and isn’t guaranteed. Investors may get back less than the amount invested.

Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

View Details

For employers and intermediaries only

The United Nations Climate Change Conference, or COP26 at it’s more commonly referred to, is seen by many as our last best chance to tackle the climate emergency, which has the potential to bring about irreversible change to our planet.

In this podcast, Tim Orton, Managing Director of Investment Solutions, Hilkka Komulainen, Head of Responsible Investment and Graeme Griffiths, Trustee on the Aegon Master Trust, discuss the role of default funds in fighting climate change and how regulation, which is supporting the transition, brings challenges and opportunities for pension schemes.

The value of investments may go down as well as up and isn’t guaranteed. Investors may get back less than the amount invested.

Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

View Details

For advisers only
The United Nations Climate Change Conference, or COP26 as it’s more commonly referred to, is seen by many as our last best chance to tackle the climate emergency, essentially deflecting a manmade asteroid with the potential to bring about irreversible change to our planet.

In our latest Market snapshot podcast, Tim Orton, Managing Director of Investment Solutions, and Hilkka Komulainen, Head of Responsible Investment, discuss the potential impact of climate change on advice – notably the evolution of investment risk, a sea of regulatory change, and increasing demand from clients for investments that align to sustainability.

Important information
The views and opinions contained in this podcast are those of the presenters and may not necessarily represent views expressed or reflected in all Aegon strategies or communications.
The value of investments may go down as well as up and isn’t guaranteed. Investors may get back less than the amount invested.
Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

View Details

Japan – an Olympic-sized opportunity?

Aegon Investment Team, September 2021

For intermediaries and employers only

Japan has been described as a sleeping economic superpower. It’s the third largest economy in the world and a leader in automotive and tech, with names such as Toyota and Nintendo part of our everyday lives. Yet Japan has faced many challenges – decades of stagnation, natural disasters, and now COVID. Have the bright lights of the Olympics presented a true reflection of Japan’s economic recovery, or do they mask some fundamental issues?

In our latest Market snapshot podcast, Tim Orton, Managing Director of Investment Solutions, Richard Whitehall, Head of Portfolio Management, and guest Andy Brown, Japan Investment Specialist from Baillie Gifford, discuss Japan’s route to recovery, the many exciting growth opportunities, and its surprising approach to ESG (environmental, social and governance).

If you’d like to discuss any of the topics featured in the podcast or want to know more about how we can help, please get in touch with your Aegon contact or visit our investment web pages at https://www.aegon.co.uk/investments/advisers.html (ARC platform) or https://cofunds.aegon.co.uk/ukcpw/intermediary/investments.html (Aegon Platform).

Important information
The views and opinions contained in this podcast are those of the presenters and may not necessarily represent views expressed or reflected in all Aegon or Baillie Gifford strategies or communications.

Aegon isn’t responsible for the content and accuracy of investment content provided by third-party asset managers. We might not share the views of the presenter and organisation.

The value of investments may go down as well as up. Past performance is no guide to future performance.

Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

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UK equities – back in business?

Aegon Investment Team, June 2021

For intermediaries and employers only

Is the UK market a dinosaur? Tim Orton, Managing Director of Investment Solutions at Aegon, asks some challenging questions about the value of UK equities. To answer these questions and provide a deep dive into what has been an unloved asset class, Tim is joined by Richard Whitehall, Head of Portfolio Management at Aegon, and Richard Colwell, Head of UK Equities at Columbia Threadneedle. The insightful conversation covers a number of areas:

What value does the UK market currently offer investors?
What are the opportunities for growth?
How do UK equities compare to other markets, especially US equities?
What will the impact of the Brexit deal be on international trade?
How is the UK placed for a post-pandemic boom?
How does the UK compare from an ESG perspective?

Listen to our presenters as they argue now is the time to see UK equities through a different lens.

If you’d like to discuss any of the topics featured in the podcast or want to know more about how we can help, please get in touch with your Aegon contact or visit our investment web pages at www.aegon.co.uk/investments/advisers (ARC) or https://cofunds.aegon.co.uk/ukcpw/intermediary.html (Aegon Platform)

Important information

The views and opinions contained in this podcast are those of the presenters and may not necessarily represent views expressed or reflected in all Aegon or Columbia Threadneedle funds, strategies or communications.

Aegon isn’t responsible for the content and accuracy of investment content provided by third party asset managers. We might not share the views of the presenter and organisation.

The value of investments may go down as well as up. Past performance is no guide to future performance.

Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

View Details

The good, the bad and the unbelievable

For intermediaries and employers only.

2020 was quite a year â a global pandemic on top of significant political, social and environmental events. And this trend doesnât appear to be slowing down for 2021. There is light at the end of the tunnel however, but is it too early for an optimistic outlook?

Listen to Tim Orton, Managing Director of Investment Solutions at Aegon, and Richard Whitehall, Aegonâs Head of Portfolio Management, discuss the impact of 2020, both positive and negative, and what it means for investors and asset classes for the year ahead.

Important information
The views and opinions contained in this podcast are those of the presenters and may not necessarily represent views expressed or reflected in all Aegon funds, strategies or communications. Past performance is no guide to future performance. The value of investments may go down as well as up and isnât guaranteed. Investors may get back less than they invested. Reliance should not be placed on the views and information in this podcast when making individual investment and/or strategic decisions.

Register for Market outlook webinar
To see these points discussed in more detail, and to ask Richard questions, please register for our upcoming Market Outlook webinar, which takes place on 27 January at 2pm. Register at www.eventbrite.co.uk/e/q1-market-outlook-webinar-tickets-135304949747

Find out more about our investment solutions at www.aegon.co.uk/investments/advisers.html

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