Special Reports


Available reports: 
 
November 2017 - Navigating Venezuela's Default
 
November 2017 - The 5G Revolution?
 
November 2017 - The Inflation Experience Pt 2: The Macro Perspective
 
November 2017 - Private Equity Energy - Event-driven Volatility: A History
 
October 2017 - Tax Uncertainty and the Credit Markets
 
October 2017 - China and the Crisis Narrative
 
October 2017 - Evolution of EM Fundamentals
 
September 2017 - The Inflation Experience - Part 1 - The Consumer's Perspective 
 
August 2017 - Q2 Earnings Wrap-up

August 2017 - The Best and Worst of Times in PE Energy
 
August 2017 - Will US Treasuries Remain a Viable Portfolio Hedge?
 
August 2017 - High Yield Outlook
 
July 2017 - Not All Malls Are Dead 

July 2017 - Demographic Destiny
 
June 2017 - Oil Prices Pressure Energy Credits
 
June 2017 - EM Investing - The Qatari Question
 
June 2017 - Used Vehicle Supply Surge Pressures Prices  

June 2017 - EM Investing - Policy over Politics: The Current Case of Brazil  
 
May 2017 - Q1 Earnings Wrap-up

May 2017 - EM Investing - Don't Fear the Fed
 
April 2017 - Thoughts on the French Election

April 2017 - Trump & the Stump Dump - The Canadian Lumber Import Duty

April 2017 - High Yield and Rising Rates  

March 2017 - Structural Drivers of Low Rates

March 2017 - Border Adjustment Tax

March 2017 - Five-year Outlook

December 2016 - Hawkish Fed Could Be a Tall Order for 2017  

November 2016 - US Election - Sovereign & Emerging Market Impacts

November 2016 - Election Outcome and Outlook  

October 2016 - The J Curve, the Balance of Payments, and the (Potentially) Soft Dollar  

June 2016 - Brexit Vote   
  

Aegon USA Investment Management, LLC, (AUIM) is a U.S.-based investment adviser registered with the Securities and Exchange Commission (SEC) and a member company of Aegon Asset Management, the global investment management brand of the Aegon Group.