Columbia Threadneedle Investments

2019 Top 400 ranking: 47http://www.columbiathreadneedle.com

Request More Information

41 supplier articles matched your search

Sort By: Newest firstOldest first

  • The stage is set for a rebound in unloved European value stocks download

    White papers 5 November 2019

    Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply...

  • Some great companies and attractive valuations offer opportunities in Europe download

    White papers 21 March 2019

    Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more...

  • Asset Allocation Update: Strong earnings prompt US equities upgrade download

    White papers 30 May 2018

    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.

  • The inflation pendulum download

    White papers 8 May 2018

    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.

  • The employment enigma: why is there no inflation? download

    White papers 8 May 2018

    After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.

  • Sparkling performance boosts luxury goods download

    White papers 19 April 2018

    The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.

  • Going global with a consistent small cap strategy download

    White papers 19 April 2018

    ‘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.

  • Reaction: Italian election download

    White papers 7 March 2018

    The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.

  • Technology and ‘mega-trends’ to drive US equity performance download

    White papers 17 January 2018

    US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.

  • The UK’s demise is overstated download

    White papers 17 January 2018

    UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.

  • Why multi-asset strategies suit a changeable world download

    White papers 31 October 2017

    For the past 35 years, a ‘set and forget’ strategic asset allocation has worked well. A typical 60:40 asset mix of equities and bonds had around the same volatility as a pure 100% bond portfolio, but with a better return. It is not likely to be as fruitful moving forward.

  • China’s state-managed overseas expansion download

    White papers 31 October 2017

    China’s clampdown on overseas acquisitions this year, accompanied by the detention of some high-profile corporate bosses, seemed to confirm the worst about the risks faced by private conglomerates and billionaire tycoons.

  • Australia cautious on dividends download

    White papers 31 October 2017

    A generation of Australians has enjoyed a record 26 years without experiencing a recession. The country has withstood global financial crises, endured volatile commodity prices and export revenues, and shrugged off warnings of housing bubbles and declining domestic savings.

  • Asia tech: boom, bubble or bust? download

    White papers 31 October 2017

    Technology has been the best-performing stock market sector throughout the world this year, accounting for around half of US and emerging market Asia equity returns so far. The spectacular rise has aroused scepticism about its sustainability at the same time as other investors remain convinced about the prospects for further growth and higher earnings.

  • A hard landing for the Gulf’s high flyers download

    White papers 31 October 2017

    Three airlines face disruption to their role as ‘superconnectors’ as the state-owned groups fight to justify a business model built around hubs in a volatile region.

  • Opportunities in...UK Equity Income download

    White papers 31 October 2017

    Valuations in some global markets are looking stretched, but UK equities remain attractively valued relative to many international counterparts. Uncertainty around Brexit and heightened political risk has led global asset allocators to be underweight UK equities, creating valuation anomalies. We pay attention to factors that are harbingers of potential dividend reductions.

  • Asia’s ‘great moderation’ holds promise for equities download

    White papers 8 September 2017

    Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.

  • The beginning of India’s transformation download

    White papers 18 July 2017

    Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.

  • Argentina: the ‘emerging’ emerging market download

    White papers 18 July 2017

    Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.

  • Why the active vs. passive debate is largely moot for European insurers download

    White papers 18 July 2017

    Insurance companies typically have reasonably static portfolios, which change little from year to year.

Results per page: 10 per page20 per page50 per page