Investment Office Logo
Research Desk

Investment Research from our Asset Manager Members

Articles: 1-10 / 85
Page 
 of 9

United States: The Power of Executive Orders

"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."

Didier Borowski, Head of Global Views
Amundi Asset Management,  January 2021

Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

Yoram Lustig, Head of Multi‐Asset Solutions, EMEA; Michael Walsh, Solutions Strategist, EMEA
T. Rowe Price,  December 2020

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

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

Paying for Defense

A deeper dive into defensive equity.

Averie Thomas, Farris Shuggi, Hailey Lynch, Robert Panariello, Som Priestley
T. Rowe Price,  July 2020

House View Q3 2020

The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.

AIQ Editorial Team
Aviva Investors,  July 2020

How certain are we of the market trajectory in the second half of 2020?

"The time has now come to assess the speed at which our economies can recover, but also to understand the more structural changes that took place within them."

Nadège Dufossé, Head of Asset Allocation
Candriam,  27 July 2020
Articles: 1-10 / 85
Page 
 of 9