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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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Change in Political Leadership and the Outlook for Japan

Prospects for stocks look bright amid expected policy continuity

Archibald Ciganer, Portfolio Manager
T. Rowe Price,  Insights on Japanese Equities, November 2021

The long decline

Why trend economic growth is set to go on falling

Stewart Robertson, Senior Economist (UK and Europe)
Aviva Investors,  12 November 2021

Combining active and passive investing in Multi Asset: an institutional investor framework

Eric Tazé-Bernard, Chief Allocation Advisor; Matteo Germano, Head of Multi-Asset
Amundi Asset Management,  Investment Insights Blue Paper, November 12, 2021

Rising Inflation Risk and How to Address It

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration

Yoram Lustig Head of Multi‐Asset Solutions, EMEA; Michael Walsh Solutions Strategist, EMEA
T. Rowe Price,  October 2021

Regulatory shifts in China

A new fork in the road?

Amy Kam, Senior Portfolio Manager
Aviva Investors,  12 October 2021

Tuning in to reasonable expectations

Why should long-term investors care about market forecasts? Vanguard, after all, has long counseled investors to set a strategy based on their investment goals and to stick to it, tuning out the noise along the way.

Joseph H. Davis, Ph.D., Vanguard global chief economist
Vanguard, Insights, September 16, 2021
Pension Funds  Asset Allocation 2020

Pension Funds Asset Allocation 2020

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Aggregate P7 asset allocation from 2000 to 2020

Aggregate P7 asset allocation from 2000 to 2020

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021