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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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Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

Valérie Letort
Amundi Asset Management,  September 8, 2021

Sticking With Value

Despite strong fundamentals, growth stock valuations are extreme

Timothy C. Murray, Capital Markets Strategist
T. Rowe Price,  August 2021

Are bond investors too complacent about inflation?

The distortions created by central banks make it dangerous to read too much into price signals

Michael Grady, Head of Investment Strategy and Chief Economist; Katarina Cohrs
, Senior Strategist, Multi-asset & Macro
Aviva Investors,  11 August 2021

The Eurozone Faces an Inflation Roller Coaster

Price rises will likely slow next year—before picking up again.

Tomasz Wieladek, International Economist
T. Rowe Price,  June 2021

The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  Monthly Cross Asset, Thematic, July 2, 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
Domestic equity over total equity exposure

Domestic equity over total equity exposure

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