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 articles 1-10 / 78   page 1 of 8 »  
 
Multi-Asset -Strategien - Ein Überblick
Lazard Asset Management, Juni 2019 , Werner Krämer

Tough job that of a central banker
"Investors, bankers, economists, financial journalists, politicians, everyone has their own ideas about what monetary policy should be."
ODDO BHF Corporates & Markets, Economy, Focus US, 04 June 2019 , Bruno Cavalier, Fabien Bossy

Green Shoots With Deep Roots
The trajectory of fundamentals continues to surprise on the upside. Unlike others, we have been calling for global growth to reaccelerate after wobbling into the spring as a result of China’s economic problems, the Fed’s uncertain direction, and President Trump’s trade policies.
PineBridge Investments, May 2019 , Michael J. Kelly, Global Head of Multi-Asset

Value Investing:
Bruised by 1000 Cuts
GMO Asset Allocation Insights, May 15 2019 , Rick Friedman

US trade tariffs - who is really paying for them?
"To date, few end-consumer goods have been affected by these measures. President Trump may think that the US is immune, but he is mistaken."
ODDO BHF Corporates & Markets, Economy, Focus US, 10 May 2019 , Bruno Cavalier, Fabien Bossy

Vanguard Balanced Index Fund Admiral Shares
Balanced Composite Index Returns
Vanguard, 2019

2018 U.S. Endowment Returns
"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."
NACUBO-TIAA Study of Endowments (NTSE), January 2019

What’s Germany worth without the automotive industry?
Das Auto: one-off shocks and an existential crisis
ODDO BHF Corporates & Markets, Economy & Rates, 25 April 2019 , Bruno Cavalier, Fabien Bossy

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

Swiss Pension Fund Indices 2019 Q1 Returns
Pictet LPP 2000 Indices
Pictet Asset Management SA, April 2019