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BondTalk: Active vs Passive: Where Are Investors Really Finding Value? | Aegon Asset Management Takeover

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Learning: Structured

The ‘active vs passive’ debate just got real. As rising rates and geopolitical shocks disrupt old assumptions, top fund selectors and managers debate where genuine value lies, especially in fixed income. Hear straight talk on fees, portfolio construction, and the smartest ways to avoid value traps as market cycles shift. Why are so many asset allocators returning to active credit strategies, while others double down on transparency and costs? Get inside views on designing mandates, navigating regime change, and whether today’s volatility demands a hybrid approach.

Speakers:

  • Iain Buckle, Head of UK Fixed Income, Aegon Asset Management
  • Paul Angell, Head of Investment Research, AJ Bell
  • Thomas Hibbert, Chief Investment Strategist, Canaccord Wealth
  • Elizabeth Geoghegan, Head of Fixed Income Strategy, Goodbody Wealth Management

Learning Outcomes:

  • Where active management can add value in the bond markets
  • How market concentration among fund buyers affects what they look for in bond managers
  • The importance of fees as part of the fund selection process
Chapters
  • 00:42 Active vs Passive – Where's the Real Value?
  • 06:48 What Do Fund Buyers Want from Active Managers?
  • 17:09 Asset Allocation, Outsourcing, and Passive Tools
  • 25:01 Active Management in a Volatile World: Drawdowns, Defaults, and Process
  • 34:01 Active ETFs and Resources for Active Management