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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

In search of a free lunch

Correlations between groups of assets and within individual asset classes have changed in unexpected ways thanks to a decade of easy monetary policy. Our portfolio managers tell us what impact this has had on the way they manage money.

Aviva Investors, Insight, 5 November 2019

High valuations: quality/growth premium or greater investment risk?

The US is currently experiencing an exceptional period from a microeconomic point of view.

Tristan Abet, Senior Fund Manager
Candriam, 11 October 2019

Substance over style?

Why an agnostic approach beats equity style biases.

David Cumming
Aviva Investors, 30 September 2019
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