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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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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

In brands we trust

Direct-to-consumer, data and the behavioural economy

AIQ Editorial Team
Aviva Investors,  7 July 2021

As the Global Economy Recovers, Japan Stands in the Spotlight

Upbeat outlook as Japanese market is highly geared to global recovery

Archibald Ciganer, Portfolio Manager
T. Rowe Price,  June 2021

The end of the Great Moderation and the return of volatility

Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history and could mark the end of the Great Moderation i.e. a turning point with higher economic volatility and a shift to a higher inflation regime. Those factors are likely to lead to higher financial market volatility than in the previous two decades.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  May 4, 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