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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

Please Be Seated: We Are Crossing a Zone of Turbulence

Most investors’ true investment horizons are far longer than the next few months.

Thomas Poullaouec, Nathan Wang
T. Rowe Price,  March 2020

Crisis Playbook (Part II)—The Power of ''Stop Getting Worse''

Looking beyond to find the best outcomes for clients

David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 2020

The implications of COVID-19 for real assets

The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.

Chris Urwin, Director of Research, Real Assets
Aviva Investors,  19 March 2020

Are investors too complacent about the coronavirus?

In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

AIQ Editorial Team
Aviva Investors,  21 February 2020

Shedding the Home-Country Bias:

Why Going Global Makes Sense for High Yield Investors

Brent Finck, CFA, Senior Portfolio Manager
Aviva Investors,  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

A New Era of Active Management Looms

The period ahead will likely be less suitable for passive strategies.

Yoram Lustig, Head of Multi-Asset Solutions
T. Rowe Price,  November 2019

Do Yield Curve Inversions Still Predict Recessions in the Age of QE?

Why central bank stimulus may muddy the waters.

Tomasz Wieladek , T. Rowe Price International Economist
T. Rowe Price,  Market Insights, November 2019
Articles: 1-10 / 13
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