All Active articles – Page 17
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White papersAsian equities: Mid-year Review
There was a correction across Asia Pacific ex Japan in the first half of the year, says Soo Nam Ng, despite solid economic growth.
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White papersFixed income: Mid-year Review
Fixed income has had a challenging year to date, with bond yields driven higher by expectations around the Fed tightening rates and the prospect of QT in Europe.
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White papersJapan: Mid-year Review
Despite the Japanese economy contracting in Q1 2018, following eight consecutive quarters of growth, the Nikkei started the year very strongly.
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White papersEmerging markets: Mid-year Review
Early euphoria has slowly evaporated in an eventful six months which has taken in trade wars and political uncertainty in Mexico and Brazil.
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White papersFixed income/macro: Mid-year Review
At the start of the year, the world appeared to be in the middle of a highly synchronised economic recovery.
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White papersTurkish delight turns sour?
Concerns about the deteriorating Turkish situation helped core government bonds perform better, but credit market spreads were generally a little wider and emerging markets were very weak.
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White papersIn Credit: World Cup Blues?
The phenomenon of rising nationalism, including trade war rhetoric, continues to weigh on risk markets and provides an anchor to core government bond yields.
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White papersIn Credit: Value returns to corporate bonds?
After a couple of weeks of stabilisation, US bond yields headed higher again and traded through 3% at the 10-year maturity point.
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White papersAnticipating a strong year for bonds
In contrast to tightening monetary policy in the US and a lower pace of quantitative easing in Europe, Asian central banks are maintaining accommodative monetary policy.
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White papersBanking problems impede India’s reforms
There has generally been a positive response to Prime Minister Narendra Modi’s structural reforms, but there has been an investment slowdown in the medium-term, and recent scandals, huge bad loans and ATM cash shortages imply a banking system that is in crisis – to the tune of $210 billion.
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White papersEquities poised for growth
The correction at the start of the year didn’t damage Asia Pacific ex Japan’s fundamental recovery, but volatility will rise, which will subsequently providing active managers like ourselves with a good environment to outperform the market.
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White papersUpgrading Vietnam
Investors are attracted to the country’s ‘mini-China’ story: that of a communist state embracing the private economy.
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White papersWhat to know about investing in China
There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.
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White papersWhy sustainable growth supports ASEAN equities
The Association of Southeast Asian Nations is in a cycle of high-quality, balanced economic growth, with China leading the way.
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White papersA strong first year puts Shariah strategy on the front foot
Last month marked the first anniversary of a unique Columbia Threadneedle Investments strategy.
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White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
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White papersYesterday, bonds were such an easy game to play…
…but now we are back to worrying about inflation, recession and things that tweet in the night.
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White papersThe inflation pendulum
It’s not good to have too much or too little inflation, but trying to get a huge pendulum the size of the US economy to settle in the middle is very difficult.
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White papersThe employment enigma: why is there no inflation?
After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.
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White papersClimbing the wall of worry: why this is the most miserable bull market we’ve ever had
We are nine years into the equities bull market, in what has been a remarkable period for investors.
