All Active articles – Page 19
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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.
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White papersIn 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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White papersSparkling 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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White papersPotentially 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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White papersRising 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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White papersGoing 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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White papersTariffs, 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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White papersMonthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
