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Asset Management

Asset Managers, Research Desk and Observations

Pascal Blanqué, Group Chief Investment Officer, Vincent Mortier, Deputy Group Chief Investment Officer Amundi Asset Management, December 2019
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Bruno Cavalier, Chief Economist; Fabien Bossy, Economist ODDO BHF Corporates & Markets, December 2019
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T. Rowe Price, December 2019
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Real Assets Study
Aviva Investors, October 2019
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Research Desk

Cross Asset Investment Strategy, CIO Views,

Records, surprises and opportunities

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO Amundi Asset Management, January 2020

Will the Reflation Theme Continue in 2020?

A closer look at how fixed income markets could perform this year.

Global Fixed Income Team T. Rowe Price, January 2020

Early Morning Reid

December, Q4, 2019 and 2010s Performance Review

Henry Allen, Research Analyst; Jim Reid, Strategist; Craig Nicol, Strategist Deutsche Bank, 2 January 2020

Comfortable With the Uncomfortable

The “reflation trade” appears real, but risks are still elevated.

David R. Giroux, CIO for Equity and Multi-Asset; Justin Thomson, CIO, International Equities; Mark J. Vaselkiv, CIO of Fixed Income T. Rowe Price, December 2019

Shedding the Home-Country Bias:

Why Going Global Makes Sense for High Yield Investors

Brent Finck, CFA, Senior Portfolio Manager Aviva Investors, December 2019
Asset Managers Switzerland 2019
Observations
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)

Callan Associates Inc., January 2020

Pictet LPP 2000 Swiss Pension Fund Indices

2019 YTD Returns (31.12.2019)

Pictet Asset Management SA, January 2020

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2019 YTD Returns

Vanguard, January 2020