Video: Strategic Thinking – February 2024


Video: Strategic Thinking – February 2024

In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Aegon Strategic Bond strategies, reviews the start of 2024 which saw fixed income markets experience a momentary pause following the moderation of the aggressive rate cut expectations. He discusses how the portfolios are positioned for this environment and why the backdrop remains supportive for fixed income markets.

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More about the authors

Colin Finlayson, CFA Portfolio Manager

Colin Finlayson, portfolio manager, is a member of the global rates and multi-sector portfolio management teams.



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