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Asset Managers Switzerland
Aberdeen Standard Investments
Allianz Global Investors
Amundi Asset Management
Aviva Investors
Bantleon
BCGE
BlackRock
BMO Global Asset Management
BNY Mellon
Candriam
Columbia Threadneedle
Credit Suisse AM
Degroof Perercam
Edmond De Rothschild
Fidelity
Fisch Asset Management
Franklin Templeton Investments
GAM Investments
Immofonds
Invesco
Investec Asset Managers
Janus Henderson Investors
JP Morgan Asset Management
Lazard Fund Managers
Legg Mason Global Asset Management
LGT
Mainfirst
Merian Global Investors
Natixis Investment Managers
Neuberger Berman
Nordea Asset Management
ODDO BHF Asset Management
Pictet Asset Management
PineBridge Investments
RobecoSAM
Rothschild & Co AM
Schroders
SimCorp
SwissLife Asset Managers
Syz Asset Management
T. Rowe Price
UBS AM
Vanguard
Vontobel Asset Management
Wisdom Tree
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Asset Managers Switzerland 2019 |
For professional investors only
Asset Managers Research
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articles 1-10 / 28 |
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page 1 of 3
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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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