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Investment Research from our Members

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Please Be Seated: We Are Crossing a Zone of Turbulence

Most investors’ true investment horizons are far longer than the next few months.

Thomas Poullaouec, Nathan Wang
T. Rowe Price,  March 2020

Crisis Playbook (Part II)—The Power of ''Stop Getting Worse''

Looking beyond to find the best outcomes for clients

David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 2020

The implications of COVID-19 for real assets

he human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.

Chris Urwin, Director of Research, Real Assets
Aviva Investors,  19 March 2020

Improving Corporate Disclosure on Environmental Issues

Real, long‐term influence demands a multilayered approach.

Maria Elena Drew, Director of Research, Responsible Investing; Donna Anderson, Head of Corporate Governance
T. Rowe Price,  Insights, February 2020

Are investors too complacent about the coronavirus?

In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

AIQ Editorial Team
Aviva Investors,  21 February 2020

Is There Going to Be a Eurozone Recession in 2020?

The traditional leading indicators are saying different things

Tomasz Wieladek, T. Rowe Price International Economist
T. Rowe Price,  Insights, February 2020

Cross Asset Investment Strategy, CIO Views

Risk-taking around the 3Gs: Geopolitics, Growth, Green

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

Intangible infrastructure: Storing and transmitting data

The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.

Laurence Monnier, Head of Strategy and Research, Alternative Income
Aviva Investors,  04 February 2020

Why Deleveraging Is The True Culprit Weighing On Global Growth

Fears over “secular stagnation” appear to be overdone.

Nikolaj Schmidt, Chief International Economist
T. Rowe Price,  Investment Insights, 6 February 2020

Oncology has made more progress over the past 15 years than it did during the whole of the 20th century. 

Candriam Equities L Oncology Impact celebrates its first year: time for a progress update

Candriam,  February 4th 2020
FR
En matière d’oncologie, on a fait davantage de progrès ces 15 dernières années que sur tout le 20e siècle !

Candriam Equities L Oncology Impact souffle sa première bougie, l’heure d’un premier bilan.prévention et ses conséquences.

Candriam,  4 Février 2020
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