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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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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

Income: A dangerous love affair

Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.

Francois de Bruin Fund Manager, Sustainable Income & Growth and Head of Listed Real Estate
Aviva Investors,  11 May 2021

Five Forces in International Equities Investors May Be Underestimating

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond.

Justin Thomson CIO and Head of International Equities
T. Rowe Price,  April 2021

A Shift Toward Value

The tide may be turning for value stocks

Yoram Lustig Head of Multi‐Asset Solutions, EMEA; Michael Walsh Solutions Strategist, EMEA
T. Rowe Price,  Investment Insights, April 2021
Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Ranked in Order from the Highest to the Lowest Performance

Hinder Asset Management, January 2021
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2001–2020)

Callan, January 2021
Pyramid Distribution of US Equity Returns

Pyramid Distribution of US Equity Returns

S&P 500: 1825 - 2020

InvestmentOffice, January 2021