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Economics

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Zero rates

Too much of a good thing?

Aviva Investors,  9 March 2021

All bubbles are not equal

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  March 03, 2021

The “In-Between,” the “New Normal,” and What’s Next…

Tracking the course for global equites to a post-COVID-19 world

David J. Eiswert, Portfolio Manager
T. Rowe Price,  February 2021

EM equities: Will Chinese regulators tear down the house that Jack built?

In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.

Alistair Way
Aviva Investors,  5 February 2021

New Money and Maybe New Powers Too: Central Bank Digital Currencies are Coming

"New monetary policy possibilities could in theory be vast."

Tristan Perrier, Global Views Analyst
Amundi Asset Management,  February 02, 2021

Managing to the Other Side

New vaccines could accelerate recovery, boost cyclical sectors

Justin Thomson, Chief Investment Officer, International Equities
T. Rowe Price,  Global Market Outlook, December 2020

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"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."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

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

Inflation hawks: crying wolf

Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.

AIQ Editorial Team
Aviva Investors,  21 July 2020

Positive Signs for Japan’s Post‐Coronavirus Outlook

The pandemic is fast-tracking change in corporate Japan.

Archibald Ciganer, Portfolio Manager, T. Rowe Price Japan Equity Strategy
T. Rowe Price,  June 2020
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