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Asset Management

Asset Managers, Research Desk and Observations

Nikolaj Schmidt Chief International Economist
T. Rowe Price,  March 2021
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Tristan Perrier, Global Views Analyst
Amundi Asset Management,  February 02, 2021
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Giles Parkinson, Portfolio Manager
Aviva Investors,  19 January 2021
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David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 2020
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Pleasant Recession, Unpleasant Recovery

Weak pent‐up demand will likely prevent a post‐COVID boom.

Nikolaj Schmidt Chief International Economist
T. Rowe Price,  March 2021

Zero rates

Too much of a good thing?

Aviva Investors,  9 March 2021

All bubbles are not equal

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  March 03, 2021

The “In-Between,” the “New Normal,” and What’s Next…

Tracking the course for global equites to a post-COVID-19 world

David J. Eiswert, Portfolio Manager
T. Rowe Price,  February 2021

EM equities: Will Chinese regulators tear down the house that Jack built?

In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.

Alistair Way
Aviva Investors,  5 February 2021
Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Ranked in Order from the Highest to the Lowest Performance

Hinder Asset Management, January 2021
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2001–2020)

Callan, January 2021
Pyramid Distribution of US Equity Returns

Pyramid Distribution of US Equity Returns

S&P 500: 1825 - 2020

InvestmentOffice, January 2021