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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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The “In-Between,” the “New Normal,” and What’s Next…

Tracking the course for global equites to a post-COVID-19 world

David J. Eiswert, Portfolio Manager
T. Rowe Price,  February 2021

EM equities: Will Chinese regulators tear down the house that Jack built?

In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.

Alistair Way
Aviva Investors,  5 February 2021

New Money and Maybe New Powers Too: Central Bank Digital Currencies are Coming

"New monetary policy possibilities could in theory be vast."

Tristan Perrier, Global Views Analyst
Amundi Asset Management,  February 02, 2021

Managing to the Other Side

New vaccines could accelerate recovery, boost cyclical sectors

Justin Thomson, Chief Investment Officer, International Equities
T. Rowe Price,  Global Market Outlook, December 2020

The tough arithmetic of #neversell stocks

Over recent years, a group of established companies have traded at relatively high valuations for their robust competitive advantages and consistent growth records. But in a competitive economy, investors should not assume this will continue indefinitely, warns Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors,  19 January 2021
Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Ranked in Order from the Highest to the Lowest Performance

Hinder Asset Management, January 2021
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2001–2020)

Callan, January 2021
Pyramid Distribution of US Equity Returns

Pyramid Distribution of US Equity Returns

S&P 500: 1825 - 2020

InvestmentOffice, January 2021