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Asset Managers Switzerland 2019

For professional investors only

Asset Managers Research

 articles 1-10 / 28   page 1 of 3 »  
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

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

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

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