Investment Office Logo
Asset Management

Asset Managers, Research Desk and Observations

Pascal Blanqué,  Vincent Mortier,  Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Read more
Justin Thomson
T. Rowe Price,  April 2020
Read more
David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 2020
Read more
Laurence Monnier, Head of Strategy and Research, Alternative Income
Aviva Investors,  04 February 2020
Read more

Pricing power is the magic ingredient for equity investors

Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors, 27 November 2020

Cross Asset Investment Strategy

A note of caution for the back-to-school season

Amundi Asset Management,  September 2020

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

Arif Husain, Head of International Fixed Income
T. Rowe Price,  September 2020

Fibre broadband: The need for speed

Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.

Tim Perry
Aviva Investors,  9 September 2020

Emerging Markets Are Leading the Way in Fintech

Meeting the needs of a whole new customer base.

Charles Knudsen, Irmak Surenkok
T. Rowe Price,  August 2020
Performance of a 60:40 Portfolio in the UK in the 1970s

Performance of a 60:40 Portfolio in the UK in the 1970s

Chart Excerpt

Henry Maxey, Chief Investment Officer
Ruffer, Dismantling the deflation machine, The Ruffer Review 2020
Pension Funds  Asset Allocation 2019

Pension Funds Asset Allocation 2019

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Aggregate P7 asset allocation from 1999 to 2019

Aggregate P7 asset allocation from 1999 to 2019

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020