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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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Giles Parkinson, Portfolio Manager
Aviva Investors,  19 January 2021
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Deflation Tsunami

Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.

Robert Burrows
M&G Investments,  Bond Vigilantes, 25 May 2023

What Does the Stress in Regional Banking Mean for U.S. Smaller Companies?

The banking sector is an integral part of the U.S. small-cap investment universe

Curt Organt, Portfolio Manager
T. Rowe Price,  May 2023

USD: The King is Dead – Long Live the King

Robert Burrows
M&G Investments,  Bond Vigilantes, 13 April 2023

Why There’s More To China Than Just Big Tech

Mainstream indices are a poor reference point for investors in China

Robert Secker, Portfolio Specialist
T. Rowe Price,  April 2023

The return of the King: Cash makes a comeback

For a long time, it has made no sense to keep money under your mattress or invested in cash-like instruments (short dated, fixed return) such as money market funds, without facing an inflation-adjusted loss.

Eva Sun-Wai
M&G Investments,  Bond Vigilantes, 13 March 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