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Asset Managers Switzerland 2019


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Asset Managers Research



 articles 1-10 / 25   page 1 of 3 »  
Do Yield Curve Inversions Still Predict Recessions in the Age of QE?
Why central bank stimulus may muddy the waters.
T. Rowe Price, Market Insights, November 2019 , Tomasz Wieladek , T. Rowe Price International Economist

High valuations: quality/growth premium or greater investment risk?
The US is currently experiencing an exceptional period from a microeconomic point of view.
Candriam, 11 October 2019 , Tristan Abet, Senior Fund Manager

ECB: a critique of the critiques
We will examine here 12 critiques of the ECB to assess if they are fair, appropriate, consistent and if they offer superior alternatives to the ECB’s current policy.
ODDO BHF Corporates & Markets, Economy, Focus US, 10 October 2019 , Bruno Cavalier, Fabien Bossy

Mind over matter: How we react to an inverted yield curve is more important than the inversion itself
Determining whether an inverted yield curve signals a US or global recession continues to focus the minds of investors in 2019. Mark Robertson explains why our actions will matter more in determining whether a recession is on the horizon than what can be a misleading indicator.
Aviva Investors, 30 September 2019 , Mark Robertson

Why Central Bank Independence Could Become a Thing of the Past
Declining credibility and the rise of populism pose significant challenges.
T. Rowe Price, Insights on Macroeconomics, September 2019 , Nikolaj Schmidt, Chief International Economist

Substance over style?
Why an agnostic approach beats equity style biases.
Aviva Investors, 30 September 2019 , David Cumming

Global Asset Allocation:
The view from EMEA
T. Rowe Price, Market Insights, September 30 2019 , Yoram Lustig, Head of Multi‑Asset Solutions, EMEA

Will the Rust Belt vote for Donald Trump again?
"The trade war with China is apparently not that easy to win, and there is no broad move to repatriate industrial jobs."
ODDO BHF Corporates & Markets, Economy, Focus US, 27 September 2019 , Bruno Cavalier, Fabien Bossy

Cross Asset Investment Strategy, CIO Views,
Back to school. Back to normal?
Amundi Asset Management, September 2019 , Pascal Blanqué, Group Chief Investment Officer, Vincent Mortier, Deputy Group Chief Investment Officer

Enemies of growth, who are they?
Summer is a quiet period – never has a cliché been so wrong as this year.
ODDO BHF Corporates & Markets, August 2019 , Bruno Cavalier, Fabien Bossy


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