Analytics

Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Asset Allocation
Asset Class Returns
Market Characteristics
Indices
Investment Research
Pension Funds
Family Offices
Wealth Managers
Asset Managers
About
Disclaimer
Privacy Policy
Cookie Policy

   Asset Management

Asset Management

 articles 1-10 / 98   page 1 of 10 »  
 
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.
ODDO BHF Corporates & Markets, Economy, 4 December 2019 , Bruno Cavalier, Fabien Bossy

Monthly Investment Brief
In doubt, no one despairs
ODDO BHF Asset Management, November 2019

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

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

Swiss Pension Funds 2019 Q3 Returns
Credit Suisse Pension Fund Index
Credit Suisse, October 2019

Vanguard Balanced Index Fund Admiral Shares
Balanced Composite Index, 2019 Q3 YTD Returns
Vanguard, October 2019

Swiss Pension Fund Indices 2019 Q3 YTD Returns
Pictet LPP 2000 Indices
Pictet Asset Management SA, October 2019

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 ECBs 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