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Asset Management

Asset Managers, Research Desk and Observations

Pascal Blanqué, Group Chief Investment Officer, Vincent Mortier, Deputy Group Chief Investment Officer
Amundi Asset Management, December 2019
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Bruno Cavalier, Chief Economist; Fabien Bossy, Economist
ODDO BHF Corporates & Markets, December 2019
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T. Rowe Price, December 2019
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Real Assets Study
Aviva Investors, October 2019
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Research Desk

Cross Asset Investment Strategy, CIO Views

Risk-taking around the 3Gs: Geopolitics, Growth, Green

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Amundi Asset Management,  February 2020

Intangible infrastructure: Storing and transmitting data

The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.

Laurence Monnier, Head of Strategy and Research, Alternative Income
Aviva Investors,  04 February 2020

Why Deleveraging Is The True Culprit Weighing On Global Growth

Fears over “secular stagnation” appear to be overdone.

Nikolaj Schmidt, Chief International Economist
T. Rowe Price, Investment Insights, 6 February 2020

Oncology has made more progress over the past 15 years than it did during the whole of the 20th century. 

Candriam Equities L Oncology Impact celebrates its first year: time for a progress update

Candriam Investors, February 4th 2020
FR
En matière d’oncologie, on a fait davantage de progrès ces 15 dernières années que sur tout le 20e siècle !

Candriam Equities L Oncology Impact souffle sa première bougie, l’heure d’un premier bilan.prévention et ses conséquences.

Candriam Investors, 4 Février 2020

Multi-asset allocation views: The pros and cons of higher-yielding fixed income

Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  16 January 2020
Asset Managers Switzerland 2019
Observations
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)

Callan Associates Inc., January 2020

Credit Suisse Pension Fund Index

2019 YTD Returns (31.12.2019)

Credit Suisse, January 2020