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Investment Research from our Asset Manager Members

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No, We Are Not About to Return to 1970s-Style Inflation

Today’s central banks are willing and able to tackle the problem

Nikolaj Schmidt, Chief International Economist
T. Rowe Price,  May 2022

The inflation psychology is kicking in

"An inflation process, particularly when it starts from nothing as inflation is deeply forgotten, is a discovery process."

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  20 April 2022

Most Central Banks Have No Choice But to Remain Hawkish

Few have the scope to loosen policy if economic conditions worsen

Nikolaj Schmidt, Chief International Economist
T. Rowe Price,  April 2022

Major turning points?

The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.

Charles-Henry Monchau, Chief Investment officer
Banque Syz SA, Focus, Major turning point? 29 March 2022

Implications of the Removal of Russia From MSCI Indices

Russian shares to be removed from MSCI indices due to market accessibility issues.

T. Rowe Price,  March 2022

Stagflation risk increases in the eurozone

"Just when you thought things were improving"

Peter Vanden Houte, Chief Economist, Belgium, Luxembourg, Eurozone
ING, 03 March 2022

What’s Behind the Market Volatility, and What We’re Watching Next

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

Sebastien Page, Head of Global Multi-Asset
T. Rowe Price,  February 2022

Sovereign wealth funds: evolution of the giants

As sovereign wealth funds shift their vast portfolios into new asset classes, such as real estate, infrastructure and private debt, perceptions of these investment behemoths are beginning to change.

Aviva Investors,  7 February 2022

Investment ideas for the next 12 months

Our Multi-Asset Solutions Team share a range of investment ideas to position portfolios for the opportunities and challenges of 2022

Yoram Lustig, Head of Multi-Asset Solutions, EMEA; Michael Walsh, Solutions Strategist
T. Rowe Price,  January 2022

Fed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious

Ainouz Valentine, Deputy Head of Developed Markets Research; Georges Delphine, Senior Fixed Income Research Strategist
Amundi Asset Management,  December 6, 2021
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