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Asset Management

Asset Managers, Research Desk and Observations

Justin Thomson
T. Rowe Price,  April 2020
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Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Amundi Asset Management,  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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Compare and contrast: COVID-19 and the Global Financial Crisis

Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.

Jerome Nunan, Investment Director, Multi-Asset
Aviva Investors,  28 May 2020

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam.

Alan Tu, Portfolio Manager
T. Rowe Price,  May 2020

Growth vs Value Style in European Equities: Whiplash!

Since the Global Financial Crisis, Growth equities have significantly outperformed Value equities in Europe. The Value style has suffered from low and falling interest rates. But it was not a straight line!

Geoffroy Goenen, Head of Fundamental European Equity
Candriam,  15 May 2020

No Normal Cycle, No Normal Recession

The short‐ and longer‐term implications of the coronavirus on global equities.

Laurence Taylor, Portfolio Specialist
T. Rowe Price,  May 2020

COVID-19: Will credit markets remain open for business?

While concerns around credit market liquidity have been rising since the global financial crisis, the COVID-19 sell-off has highlighted how fragile liquidity can be during periods of real stress.

Colin Purdie, Chief Investment Officer, Credit
Aviva Investors,  01 May 2020

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 Q1 YTD Returns

Vanguard, April 2020

Pictet LPP 2000 Swiss Pension Fund Indices

2020 Q1 Returns (31.03.2020)

Pictet Asset Management SA, April 2020
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