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Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
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Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Mike Cummings
Yale News, September 22, 2015
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''La Suisse est libre, et semble placée au milieu de l’Europe, comme la lumière sur le chandelier, tout exprès pour nous embarrasser.''

Quote from "Guerre aux Chaires d’Économie Politique."

Frédéric Bastiat
Libre-Échange, 13 juin 1847

What are companies telling us about recession risks?

Inflation is a concern for companies, so too recession. Indeed, the last time managements were talking this much about recession - they were in one.

Tina Fong, Strategist
Schroders, In Focus,19 July 2022

Central banks determined to keep inflation expectations anchored

After years of implementing ultra-dovish policy, central banks have hiked rates rapidly over the past few months to try to rein in a surge in inflation and prevent a break-out of inflation expectations. In doing so they are acting as if the economy is moving into a high inflation regime, but it remains unclear for now whether this is actually the case. The risk is that their actions will push the economy into recession, in which case they will probably have to cut rates all the way back to zero again.

Willem Verhagen, Senior Economist, Multi-Asset
NN Investment Partners, 20 July 2022

New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently

Arif Husain, Head of International Fixed Income
T. Rowe Price,  July 2022

Multi-asset allocation views: Is this the end of the 60/40 strategy?

Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  20 July 2022

Transitioning to a New Paradigm

Adjusting to an uncertain future

Arif Husain, Head of International Fixed Income; Sebastien Page, Head of Global Multi-Asset; Justin Thomson, Head of International Equity
T. Rowe Price,  June 2022
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

“The Prussian Monarchy is not a country that has an army, but an army that has a country”

Quotation often attributed to Count Mirabeau
Late 18th Century

"Peace, the charm's wound up."

Uttering of the three witches, at the end of Orson Welles' 1948 movie Macbeth, adapted from The Tragedie of Macbeth, by William Shakespeare.
Orson Welles, 1948; William Shakespeare, early 17th Century

"It’s easier to fool people than to convince them that they’ve been fooled."

Quote often attributed to Samuel Langhorne Clemens (1835 - 1910),
also known as Mark Twain, an American writer, humorist, entrepreneur, publisher, and lecturer