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Investment Research from our Asset Manager Members

Articles: 1-10 / 104
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Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

Valérie Letort
Amundi Asset Management,  September 8, 2021

Sticking With Value

Despite strong fundamentals, growth stock valuations are extreme

Timothy C. Murray, Capital Markets Strategist
T. Rowe Price,  August 2021

Are bond investors too complacent about inflation?

The distortions created by central banks make it dangerous to read too much into price signals

Michael Grady, Head of Investment Strategy and Chief Economist; Katarina Cohrs
, Senior Strategist, Multi-asset & Macro
Aviva Investors,  11 August 2021

The Eurozone Faces an Inflation Roller Coaster

Price rises will likely slow next year—before picking up again.

Tomasz Wieladek, International Economist
T. Rowe Price,  June 2021

The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  Monthly Cross Asset, Thematic, July 2, 2021

In brands we trust

Direct-to-consumer, data and the behavioural economy

AIQ Editorial Team
Aviva Investors,  7 July 2021

As the Global Economy Recovers, Japan Stands in the Spotlight

Upbeat outlook as Japanese market is highly geared to global recovery

Archibald Ciganer, Portfolio Manager
T. Rowe Price,  June 2021

The end of the Great Moderation and the return of volatility

Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history and could mark the end of the Great Moderation i.e. a turning point with higher economic volatility and a shift to a higher inflation regime. Those factors are likely to lead to higher financial market volatility than in the previous two decades.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  May 4, 2021

Income: A dangerous love affair

Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.

Francois de Bruin Fund Manager, Sustainable Income & Growth and Head of Listed Real Estate
Aviva Investors,  11 May 2021

Five Forces in International Equities Investors May Be Underestimating

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond.

Justin Thomson CIO and Head of International Equities
T. Rowe Price,  April 2021
Articles: 1-10 / 104
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