All Active articles – Page 17
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Equities 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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Upgrading Vietnam
Investors are attracted to the country’s ‘mini-China’ story: that of a communist state embracing the private economy.
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What 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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Why 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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A 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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Asset 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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Yesterday, 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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The 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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The 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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Climbing 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.
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In Credit: Three percent… and rising?
As recently as mid-2016, the benchmark 10-year US treasury note had a yield of less than 1.4%.
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Sparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
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Potentially a strong year for Asian bonds
In a world where the global interest rate environment is posing greater risks, Asia’s inefficient fixed income markets offer opportunities for flexible investors.
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Rising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
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Going global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
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Tariffs, sanctions and weak payrolls
Tariffs continue to dominate the headlines and have been joined by sanctions which the US imposed on a number of Russian oligarchs and their businesses.
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Monthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
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Replicating OTC FX Market Positions with CME FX Futures
Explore the advantages that CME FX futures offer traditional market practitioners in the OTC FX markets, and how CME FX futures can be used to replicate cost-efficient, manageable synthetic exposure to OTC FX spot, forwards, and swaps.
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The Greenwich Perspective: A Bright Future for FX Futures
Greenwich Associates recently published a paper assessing the value and viability of FX futures as a proxy to the OTC FX market.
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Managing currency risk in equity portfolios
This report shows how equity index futures provide a more flexible alternative than cash equity products for managing foreign exchange risks.