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Equities & the Fed: A Dependent or Codependent Relationship?

Equities & the Fed: A Dependent or Codependent Relationship?Subscription

Tue, 9 Apr 2019

Equities rose by double-digits since Christmas on expectations that the Fed will hold off on further rate hikes. What will fuel the next rally - a rate cut?

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Monthly Market Monitor - April 2019

Monthly Market Monitor - April 2019Subscription

Wed, 17 Apr 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios. Use Eaton Vance Monthly Market Monitor as a critical desk reference that enables more informed discussion and understanding of financial ...

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Aviva Investors Real Assets Acquires Office Building In Copenhagen

Aviva Investors Real Assets Acquires Office Building In CopenhagenSubscription

Tue, 16 Apr 2019

Aviva Investors Real Assets, on behalf of a regulated entity of Aviva France, has acquired a 7,650 square metre office building in the centre of Copenhagen, Denmark, from Gefion Group for an undisclosed sum.

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Global real assets outlook 2019

Global real assets outlook 2019Subscription

Mon, 15 Apr 2019

Attractive fundamentals continue to drive a great migration to the asset class, but a changing macroeconomic climate requires careful navigation.

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PGIM Fixed Income's Q2 Market Outlook

PGIM Fixed Income's Q2 Market OutlookSubscription

Thu, 18 Apr 2019

The Outlook examines the conditions that may affect market performance after a strong Q1, the factors supporting global economic growth, and provides a sector-by-sector fixed income outlook and analysis.

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Top 100 Real Estate

IPE Investment Manager Expectations Indicator double blackarrow

Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months

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single redarrow Manager expectations February 2019

The end of 2018 saw expectations shift meaningfully in certain markets, and then pause. It also saw trends accelerate, then pause. For most of us, the pauses were welcome, because the shifts were related to broad market plans. Unfortunately, 2019 has seen a resumption in the directionality away from prior trends. Trends that had previously been accelerating have resumed as well. These are not universally negative movements, but are more

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Pictet Asset Management
Pictet Asset Management is an independent asset manager, overseeing over EUR 162 billion for our clients across a range of equity, fixed income, alternative and multi asset products.

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dissecting the cost of trade war

Dissecting the cost of trade war
Investors are becoming hopeful that the US and China can avert a full-scale trade dispute. The world’s two biggest economies have reasons to do so – according to our calculations, a trade war – however improbable – would tip the global economy into stagflation and lead to a sharp decline in world stocks, as our chief strategist Luca Paolini outlines in this short more

us bond yields

US bond yields: nothing to see here?
Investors shouldn’t get too anxious about a recent sell-off in US Treasuries. In investment, nothing focuses the mind more than those instances when a currency, index or security bursts through what’s regarded as a “psychologically important” level. Investors are currently living through just such a more

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green listed real estate what you need to know

Webinar: Green listed real estate - what you need to knowSubscription

Tue, 18 Dec 2018

With EPRA, Nareit and FTSE Russell

ftse russell european asset owner trends in 2018

Video: European Asset Owner Trends in 2018Subscription

Tue, 18 Dec 2018

Henry Odogwu, managing director, head of asset owner group Europe, FTSE Russell highlights key investment trends we have seen within the asset owner community in Europe. He also discusses some of the key challenges faced in an ever changing financial landscape.

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