All Active articles – Page 2
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PodcastTalking Heads – Absolute return fixed income in an uncertain world
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggregate and Absolute Return explains the merits of absolute return fixed income investing in the current environment.
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines shares his insights on the Asia ex-Japan region, focusing on South Korea’s political crisis, the obstacles to reform, and his current view on China. It’s a must-watch for those looking to understand the region’s investment potential.
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White papersAsia ex-Japan Equity: Letter to Investors
The apparently unstoppable growth of passive assets – via exchange traded funds (ETFs) – presents a considerable challenge to active contrarian fund managers (like us). In this letter, we discuss how this powerful dynamic favours momentum stocks and how the outperformance of such stocks might run out of road.
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White papersShort duration bonds: your first step out of cash
Short duration bonds may have a role to play in an investor’s portfolio regardless of the market cycle. But especially in uncertain times, investors looking to enhance cash returns might consider taking an intermediate step into riskier assets for a modest pick up in yield via short duration bonds.
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VideoTalking Markets – TM Tellworth UK Select Fund
Fund Manager, John Warren, explains the success behind this market neutral, long short equity fund, sharing the team’s strategy, and proven investment process which results in returns that are uncorrelated with bond and equity markets.
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White papersIG Credit – Be selective, even amid good fundamentals
While uncertainties remain, we retain our positive outlook, supported by resilient growth in the US, steady investor demand and a supportive monetary easing cycle in Europe. As for the fundamentals, the peak in investment-grade (IG) credit quality for this cycle is now behind us. Nonetheless, both US and European IG bond issuers are still generally in good shape: They now have bigger reserves of cash, lower net debt and better net margins.
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White papersFinding Growth in US Stocks Beyond the Technology Sector
Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.
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White papersAI - What’s changed?
Have Deepseek decided to give away gold for nothing? In this article, Fund Manager Hugh Grieves discusses the latest AI exuberance, and shares why the saying ‘history does not repeat but it often rhymes’ might be correct in this case.
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VideoTalking Markets – The Case for Coco’s
In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris and Fund Manager, Simon Prior discuss all things contingent capital; sharing what coco’s are, their capital structure and how the team use them to their advantage, gaining access to sought after areas of the fixed income space, including financials, banks and insurance companies.
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VideoTalking Markets – US Equities, January 2025
American exceptionalism; the Mag 7, or are wider factors at play? In this edition of Talking Markets, Hugh Greives, Fund Manager of the Premier Miton US Opportunities Fund shares his outlook for 2025, discussing future Fed rate cuts, Trump’s presidency, the hype and reality of AI, and what all of this could mean for US equity investors.
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VideoAlpha, an active approach and fundamental research – how we invest in credit
Two things differentiate Columbia Threadneedle from our investment grade competitors: a bottom-up approach to constructing portfolios, and a real focus on downside risk management.
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White papersSpotlight on US SMID cap stocks
Small and mid-cap companies are a vital part of the US economy, with a unique edge in today’s market landscape. In this video, we explore the advantages of investing in US SMID (small and mid-cap) stocks, especially as the rate-cutting environment opens new growth opportunities.
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White papers2025’s Biggest Blockbuster – Utilities vs. Interest Rates
Premier Miton’s Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, shares the three reasons behind electricity demand growth in the USA, and why they are long term trends, rather than short term impacts.
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White papersThe hare or the tortoise? A unique approach to investing in the US
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, looks back over his investment career, discusses his investment approach and highlights why dull boring businesses are the cornerstone of the fund’s investment portfolio.
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White papersThe Diversification Edition: The art of understanding asset correlations
The relevance of this question has arguably never been greater. Diversification is a central tenet of investment theory; from Markowitz, to Sharpe, to Scholes, Black and Merton, measuring and pricing risk consistently entails factoring in diversification. Yet, as the saying goes, “In theory, theory and practice are the same. In practice, they are not.”
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White papersInformed, active and collaborative: Considering natural capital as an investor
Our natural environment is at risk. Scientific consensus indicates that human activity has had significant impact on our ecosystems. From freshwater pollution and land system change to accumulation of chemicals and carbon, the challenges to the Earth’s resilience continue to escalate, increasing the risk to people and biodiversity.
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White papersFixed income outlook: resilient US provides an anchor
The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond. Having avoided recession, the US is returning to mid-cycle, according to economic data, while inflation has continued to ease back towards the US Federal Reserve’s (Fed) 2% target, enabling the central bank to begin cutting rates. We believe the Fed views monetary policy as restrictive and will likely continue lowering rates, albeit at a slower pace than previously expected.
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White papersESG goals, risk and returns – A new framework to optimise equity portfolios
A new paper from BNP Paribas Asset Management, “Impact of ESG Objectives on a Portfolio”, recently published in The Journal of Portfolio Management, details a framework for adding environmental, social, and governance objectives to passively and actively managed equity portfolios so that the impact of the ESG criteria on risk and return is minimised.
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White papersAI-enabled robotics and automation
Advances in technologies such as AI are likely to create large new market opportunities for innovative firms in the automation market
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White papersWhat does Trump 2.0 mean for emerging markets?
The shift on domestic and foreign policy under the incoming US administration presents a wide range of potential outcomes for EM.
