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Investment Research from our Asset Manager Members

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LIBOR Is Changing: Five Important Updates

T. Rowe Price’s working group explains the LIBOR transition.

Jeff DeVack, Mike McGonigle, Predrag Rogic, Doug Spratley
T. Rowe Price,  July 2020

Inflation hawks: crying wolf

Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.

AIQ Editorial Team
Aviva Investors,  21 July 2020

Positive Signs for Japan’s Post‐Coronavirus Outlook

The pandemic is fast-tracking change in corporate Japan.

Archibald Ciganer, Portfolio Manager, T. Rowe Price Japan Equity Strategy
T. Rowe Price,  June 2020

The CX Factor

Amid the coronavirus lockdown, asset managers are finding new ways to communicate with their clients remotely. The industry has much to learn from tech and e-commerce companies that deliver top-class client experience from a distance.

Aviva Investors,  30 June 2020

Managing to the Other Side

Four themes driving our Midyear Market Outlook.

Robert W. Sharps, Head of Investments; Justin Thomson, Chief Investment Officer, International Equities; Mark J. Vaselkiv, Chief Investment Officer, F
T. Rowe Price,  June 2020

A Just Energy Transition: Impacts on European Power Producers

European power generation companies are critical actors for the Just Transition to renewable energy. Candriam ESG analysts have surveyed and evaluated whether, and how, these companies are integrating the social consequences into their planning and decisions.

Candriam ESG Analysts Team
Candriam,  18 June 2020

COVID-19 and data infrastructure: Will demand translate into profit?

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed.

Laurence Monnier
Aviva Investors,  18 June 2020

Cross Asset Investment Strategy

The great market detachment from reality

Pascal Blanqué,  Vincent Mortier,  Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO

Compare and contrast: COVID-19 and the Global Financial Crisis

Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.

Jerome Nunan, Investment Director, Multi-Asset
Aviva Investors,  28 May 2020
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