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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

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

The tough arithmetic of #neversell stocks

Over recent years, a group of established companies have traded at relatively high valuations for their robust competitive advantages and consistent growth records. But in a competitive economy, investors should not assume this will continue indefinitely, warns Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors,  19 January 2021

Pricing power is the magic ingredient for equity investors

Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors, 27 November 2020

Paying for Defense

A deeper dive into defensive equity.

Averie Thomas, Farris Shuggi, Hailey Lynch, Robert Panariello, Som Priestley
T. Rowe Price,  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

Growth vs Value Style in European Equities: Whiplash!

Since the Global Financial Crisis, Growth equities have significantly outperformed Value equities in Europe. The Value style has suffered from low and falling interest rates. But it was not a straight line!

Geoffroy Goenen, Head of Fundamental European Equity
Candriam,  15 May 2020
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