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Asset Management

Asset Managers, Research Desk and Observations

Pascal Blanqué,  Vincent Mortier,  Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
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Justin Thomson
T. Rowe Price,  April 2020
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David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 2020
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Laurence Monnier, Head of Strategy and Research, Alternative Income
Aviva Investors,  04 February 2020
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United States: The Power of Executive Orders

"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."

Didier Borowski, Head of Global Views
Amundi Asset Management,  January 2021

Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

Yoram Lustig, Head of Multi‐Asset Solutions, EMEA; Michael Walsh, Solutions Strategist, EMEA
T. Rowe Price,  December 2020

Pricing power is the magic ingredient for equity investors

Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors, 27 November 2020

Cross Asset Investment Strategy

A note of caution for the back-to-school season

Amundi Asset Management,  September 2020

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

Arif Husain, Head of International Fixed Income
T. Rowe Price,  September 2020
Pyramid Distribution of US Equity Returns

Pyramid Distribution of US Equity Returns

S&P 500: 1825 - 2020

InvestmentOffice, January 2021

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 YTD Returns

Vanguard, January 2021
Pictet LPP 2000 Swiss Pension Fund Indices

Pictet LPP 2000 Swiss Pension Fund Indices

2020 YTD Returns (31.12.2020)

Pictet Asset Management SA, January 2021