Investment Office Logo
Asset Management

Asset Managers, Research Desk and Observations

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  20 April 2022
Read more
Charles-Henry Monchau, Chief Investment officer
Banque Syz SA, Focus, Major turning point? 29 March 2022
Read more
Tristan Perrier, Global Views Analyst
Amundi Asset Management,  February 02, 2021
Read more
Giles Parkinson, Portfolio Manager
Aviva Investors,  19 January 2021
Read more

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter

Timothy Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2023

The Return of Yield

Yields are appealing in select markets and buying opportunities exist, but investors will need to be mindful about volatility.

Andrew McCormick, Head of Fixed Income; Sebastien Page, Head of Global Multi-Asset; Justin Thomson, Head of International Equity
T. Rowe Price,  Market Outlook, December 2022

The 21st Century’s New Berlin Walls

"The world is heading into winter in more ways than one. As economic considerations increasingly take a backseat to social and political priorities in China, the flow of goods, capital, and ideas will likely become more and more constrained – perhaps ending a long summer of freer and more globalized trade and markets."

Michael J. Kelly, CFA, Global Head of Multi-Asset
PineBridge Investments, Investment Strategy Insights, November 2022
Vanguard Balanced Index Fund Admiral Shares

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2022 (31.12) YTD Returns

Vanguard, January 2023
Pictet LPP 2000 Swiss Pension Fund Indices

Pictet LPP 2000 Swiss Pension Fund Indices

2022 YTD Returns (31.12.2022)

Pictet Asset Management SA, January 2023
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2002–2021)

Callan, January 2022