Steve Mickle, CAIA
Head of US Insurance, Global Client Group
smickle@aegonam.com
415-871-5666
San Francisco
Transamerica Pyramid Center
505 Sansome St., Suite 1700
San Francisco, CA 94111
Cedar Rapids
6300 C Street SW
Cedar Rapids, IA 52499
Chicago
222 W. Adams Street, Suite 2050
Chicago, IL 60606
About Aegon Asset Management
Aegon Asset Management’s nearly 400 investment professionals manage and advise over $300 billion across a range of fixed income, equity, real asset and multi-asset strategies for clients around the world1. With an insurance heritage dating back decades, we understand the issues governing the management of insurance assets and have the experience across a broad range of asset classes to customize solutions that target each client’s desired risk-reward outcome.
1 As of December 31, 2022. The following Aegon affiliates are collectively referred to herein as Aegon Asset Management: Aegon USA Investment Management, LLC (Aegon AM US), Aegon USA Realty Advisors, LLC (Aegon RA), Aegon Asset Management UK plc (Aegon AM UK), and Aegon Investment Management B.V. (Aegon AM NL). Each of these Aegon Asset Management entities is a wholly owned subsidiary of Aegon Ltd. The assets under management/advisement described herein incorporates the entities within Aegon Asset Management brand as well as the following affiliates: Aegon Asset Management Holding B.V., Aegon Asset Management Spain, and joint-venture participations in Aegon Industrial Fund Management Co. LTD, and La Banque Postale Asset Management SA.
US CRE Market Insights March 2024
Relatively tight monetary policy continues to impact property transaction volume.
Episode 198: A Deep Dive into EMD with Aegon AM’s Jeff Grills
US Commercial Real Estate 2024 Outlook
We believe a clearer view on the fed-funds rate should bring more property transactions back to the market and expect transaction volume to pick up toward the latter half of 2024.
US CRE Market Insights - December 2023
While we are cautious on the retail sector, performance is outpacing other sectors with grocery-anchored and necessity-based retail remaining the most preferred subsector.
Global Fixed Income 2024 Outlook
Fixed income assets are set to begin 2024 at broadly attractive levels, with Treasury yields near their highest since the financial crisis, albeit off recent peaks. It is wise to be selective when considering spread-based fixed income opportunities and avoid credits where investors are not getting paid for the risks given this slowing to no/negative growth environment.
Navigating multifamily short-term headwinds with a long-term perspective
As we navigate today’s uncertainties, we believe it is crucial to maintain a forward-thinking mindset, recognizing the multifamily sector's potential to provide durable value and investment opportunities over the long term.
Private ABS with Aegon Asset Management’s Jim Baskin and Transamerica Life’s Ryan Patterson
Welcome to the InsuranceAUM.com podcast. Today's topic is private structured finance and in parallel, demystifying the relationship and collaboration between Aegon Asset Management and Transamerica Life.
Private & Esoteric ABS: Banks Step Back, Direct Lenders Step In
In the second quarter, trends converged resulting in tangible opportunities within private ABS. We expect privately structured financing solutions will continue to play an important role in filling the void left by traditional bank lending.
Identifying resilient retail segments for US commercial mortgage lending
The retail property sector has received a lot of attention in recent years leading some to doubt the need for physical retail establishments in the future. However, with minimal new supply and retail space availability nearing historic lows, commercial mortgage lending opportunities remain in certain segments of the retail sector.