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Asset Managers Switzerland

 

Aberdeen Standard Investments
Allianz Global Investors

Amundi Asset Management
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Legg Mason Global Asset Management

LGT
Mainfirst

Merian Global Investors
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Neuberger Berman
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ODDO BHF Asset Management

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RobecoSAM
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   Asset Managers

 

 

Asset Managers Switzerland 2019

 

 For professional investors only

 

 

 

Asset Managers Research

 

 

 articles 21-28 / 28   « page 3 of 3  
 
What legacy will Mario Draghi leave to the ECB?
Could the ECB now revert to its original condition, i.e. an annexe to the Bundesbank?
ODDO BHF Corporates & Markets, Economy & Rates, 9 April 2019 , Bruno Cavalier, Fabien Bossy

Global economy – Winter Is Ending
The world economy entered 2019 with the bleakest prospects in three years (*). Without pretending to be exhaustive, we think it is worth recalling the three main sources of anxiety weighing on the global growth outlook, before seeing how they have changed over the past three months.
ODDO BHF Corporates & Markets, Economy & Rates, 12 March 2019 , Bruno Cavalier, Fabien Bossy

Japanese Banks Are Cheap—But for Good Reason
Value investors are being tempted back into the sector, but problems remain.
T. Rowe Price, Insights on Japanese Equity, March 2019 , Archibald Ciganer, Portfolio Manager, T. Rowe Price Japan Equity Strategy

Europe: make or break?
In a baseline scenario, our review of economic conditions and risks prompts us to pluck for the first answer: it will make it. In other words, we think there is a higher chance that the Eurozone economy will stabilise and recover in the months ahead than weaken further and fall into recession. Fear of an economic slump can have some virtues.
ODDO BHF Corporates & Markets, Economy & Rates, 14 February 2019

A double capitulation
ODDO BHF Corporates & Markets, Economy, Focus US, 01 February 2019 , Bruno Cavalier, Fabien Bossy

France: implications of the “yellow vests” movement
In a few short months, the “yellow vests” movement (gilets jaunes) has changed the way France is viewed in the economic and political spheres. The negative impact on the pace of activity seems modest, transient, limited to some sectors. On the contrary, the impact on the business climate and household confidence is extremely brutal.
ODDO BHF Corporates & Markets, Economy, Focus France, 16 January 2019 , Bruno Cavalier, Fabien Bossy

Faktorbasiertes Investieren als dritte Säule
In unserem ersten White Paper zum faktor-basierten Fondsmanagement möchten wir interessierten Anlegern einen Einblick geben in die Geschichte und aktuellen Merkmale dieses Ansatzes der Vermögensverwaltung.
ODDO BHF Asset Management, November 2018 , Dr. Carsten Große-Knetter, Thierry Misamer

Factor-based investing – the third pillar
In our first white paper on factor-based fund management, we would like to give interested investors an insight into the history and current characteristics of this asset management approach.
ODDO BHF Asset Management, November 2018 , Dr. Carsten Große-Knetter, Thierry Misamer


 

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