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Asset Management

Asset Managers, Research Desk and Observations

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  20 April 2022
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Charles-Henry Monchau, Chief Investment officer
Banque Syz SA, Focus, Major turning point? 29 March 2022
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Tristan Perrier, Global Views Analyst
Amundi Asset Management,  February 02, 2021
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Japan, the steep climb that’s about to flatten out

The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.

Robert Burrows
M&G Investments,  Bond Vigilantes, 1 February 2024

Mind the gap: The value case for global small and mid caps

Jonas Edholm: Mind the gap: The value case for global small and mid caps

Jonas Edholm
Skagen, 18 January 2024

The Carousel of Confusion

What’s more, if you’d taken a 12 month sabbatical through 2023, spent on a desert island listening to the Smiths and the Velvet Underground, then upon firing up your Bloomberg on New Year’s Day, what would be most surprising of all, is that none of this uncertainty is visible in markets.

David Knee
M&G Investments,  Bond Vigilantes, 11 January 2024

Three important insights from 2023

A focus on bond yields, the Magnificent 7, and the Fed pivot

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2024

Growing pains – but do we already have the solution?

Demographic changes are set to have a significant impact on the world economy in the coming decades, as we have discussed on a number of occasions.

Jack Ridge
M&G Investments,  Bond Vigilantes, 24 November 2023
Investment Review April 2023

Investment Review April 2023

Many impossible things are happening in the investment world at the moment; like the bluebottle which sits upside-down on the ceiling, we have to come to realise these things were not so impossible, after all.

Jonathan Ruffer, Chairman
Ruffer, Investment Review, 3 April 2023
Pension Funds  Asset Allocation 2022

Pension Funds Asset Allocation 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Aggregate P7 asset allocation from 2002 to 2022

Aggregate P7 asset allocation from 2002 to 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023