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About the German economic mythology
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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.
ODDO BHF Corporates & Markets, Economy, 4 December 2019 , Bruno Cavalier, Fabien Bossy
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Monthly Investment Brief
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In doubt, no one despairs
ODDO BHF Asset Management, November 2019
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Do Yield Curve Inversions Still Predict Recessions in the Age of QE?
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Why central bank stimulus may muddy the waters.
T. Rowe Price, Market Insights, November 2019 , Tomasz Wieladek , T. Rowe Price International Economist
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In search of a free lunch
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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
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High valuations: quality/growth premium or greater investment risk?
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The US is currently experiencing an exceptional period from a microeconomic point of view.
Candriam, 11 October 2019 , Tristan Abet, Senior Fund Manager
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ECB: a critique of the critiques
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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
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Mind over matter: How we react to an inverted yield curve is more important than the inversion itself
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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
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Why Central Bank Independence Could Become a Thing of the Past
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Declining credibility and the rise of populism pose significant challenges.
T. Rowe Price, Insights on Macroeconomics, September 2019 , Nikolaj Schmidt, Chief International Economist
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Substance over style?
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Why an agnostic approach beats equity style biases.
Aviva Investors, 30 September 2019 , David Cumming
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Global Asset Allocation:
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The view from EMEA
T. Rowe Price, Market Insights, September 30 2019 , Yoram Lustig, Head of Multi‑Asset Solutions, EMEA
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