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Investment Research from our Members

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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 Investors, 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 Investors, 4 Février 2020

Multi-asset allocation views: The pros and cons of higher-yielding fixed income

Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  16 January 2020

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
Articles: 1-10 / 48
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