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Investment Research from our Members

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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

Cross Asset Investment Strategy, CIO Views

Sentiment rebound favours rotation towards value

Pascal Blanqué, Group Chief Investment Officer, Vincent Mortier, Deputy Group Chief Investment Officer Amundi Asset Management, December 2019

Economy & Rates

Lessons of 2019

Bruno Cavalier, Chief Economist; Fabien Bossy, Economist ODDO BHF Corporates & Markets, December 2019

An Active Stance on Disruption

Putting pensions on the right side of change

T. Rowe Price, December 2019

About the German economic mythology

On the subject of economic policy, some opinion makers in Germany peddle myths, i.e. imaginary tales without a factual basis aimed at pleasing the crowd.

Bruno Cavalier, Fabien Bossy ODDO BHF Corporates & Markets, Economy, 4 December 2019
Articles: 1-10 / 44
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