Columbia Threadneedle Investments

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  • 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...

  • Riding the shared economy wave download

    White papers 21 March 2019

    Pioneers of peer-to-peer economies such as Uber and Airbnb are changing consumer behaviours and disrupting industries from travel to finance. There will be winners and losers...

  • Lessons from a decade of bank bailouts download

    White papers 21 March 2019

    Both the US and the UK moved fast to clean up bank balance sheets – Europe, however, delayed and so will face the next downturn from a weaker position...

  • Europe’s ‘shrinking state’ offers investor opportunities download

    White papers 21 March 2019

    Private sector efficiency can result in a good deal for both the public and investors...

  • Brexit And UK Defined Benefit Funding download

    White papers 21 March 2019

    Immediately following the EU referendum, financial markets downgraded medium-term growth expectations for the UK. Sterling weakened, long-dated government bond yields fell, and UK equity assets fell relative to international equities. Two-and-a- half years on we can see that this weakness has not unwound.

  • Responsible Investment Quarterly download

    White papers 21 March 2019

    The contents of this issue, covers Q4 2018. Foreword from Iain Richards, Head of Responsible Investment Portfolio Manager Viewpoint – Investing for a changing world: a sustainable equities outlook, by Pauline Grange, Portfolio Manager, and Rose Beale, Thematic Analyst. A new age of infrastructure, by Ingrid Edmund, Senior Portfolio Manager Airports flying high: a social perspective, by Ben Kelly, Senior Thematic Analyst SASB update: codification of ...

  • Responsible Investment: From confusion to concrete data download

    White papers 21 March 2019

    Today’s investors don’t need to be convinced of the need to integrate Environmental, Social and Governance (ESG) factors to manage risk and optimise performance. Indeed, many also want to assess, understand and measure the wider implications of their investment choices.

  • What rapidly ageing populations mean for investors download

    White papers 21 March 2019

    This issue will not just affect older people – all of society will be impacted by a shrinking workforce and a dominant older demographic.

  • In Credit - Life in the slow lane download

    White papers 18 March 2019

    Government bonds remain supported by evidence of a slowing in the global economy. This was reflected in the decline in Machine Tool Orders in Japan (See chart of the week), which were lower by 29% on an annual basis at the most recent reading. The US market outperformed last week with yields falling by 4bps for 10-year bonds.

  • Where Are We In The Brexit Process? download

    White papers 11 March 2019

    Despite the rapidly approaching deadline for the UK leaving the European Union, much remains up in the air. Trying to gauge the long-term economic impact is difficult, but we are seeking to minimise unwanted risk in our portfolios.

  • How Airports Are Flying High: A Social Perspective download

    White papers 21 February 2019

    Holding airport bonds in our social strategies often raises questions. But aviation brings huge social and economic benefits, and is making great environmental strides...

  • Asset Allocation Update - Much ado about equities and credit download

    White papers 21 February 2019

    Equities and corporate bonds often do well together. Over the past 20 years the “beta coefficient” between credit to equities has been 0.5 in both the US and Europe; that is to say, for every 1% rise (or fall) in equity prices, credit markets have tended to return (or weaken) 0.5%.

  • Normalising economies may mean moderate returns download

    White papers 11 January 2019

    After 10 good years, the markets appear to be finally getting back to pre-crisis norms. Our analysis suggests that this normalisation may result in investment returns becoming much more modest than they have been over the years since the financial crisis, when extraordinarily loose monetary policy has boosted asset prices.

  • Global equities: identifying tomorrow’s ‘superstars’ download

    White papers 11 January 2019

    After a bearish end to 2018, financial market participants are preoccupied with the question of whether a global downturn is imminent. Yet they should be asking a different question: have they accounted for the way that technology and other factors are transforming business models?

  • Asian Equities: US-China relationship to remain critical download

    White papers 11 January 2019

    Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.

  • A tale of two worlds: a robust business cycle in the US and a draining of liquidity in the rest of the world download

    White papers 11 January 2019

    After President Trump signed the ‘Tax Cuts and Jobs Act’ into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the acceleration in economic growth.

  • Fixation on Brexit misses the bigger picture download

    White papers 11 January 2019

    Reflecting on 2018, global equity markets have lurched from optimism to pessimism. At the beginning of the year there was a complacent belief in synchronised global growth. But cut to the fourth quarter and many strategists are speculating whether the United States might soon enter a recession and how Chinese economic growth is slowing as they try to get a grip of their own excessive debt levels.

  • Finding opportunity in Europe’s volatility download

    White papers 11 January 2019

    Looking back at 2018, it was a year when European corporate earnings continued to grow, while market volatility was surprisingly high. The volatility was a result of both political noise and the fear of a slowdown in global growth.

  • It’s all eyes on trade for 2019 download

    White papers 10 January 2019

    There has been a significant de-rating of equities over what has been a disappointing 2018.

  • Redefining the cycle – 2019 CIO outlook download

    White papers 10 January 2019

    We have already had the longest bull market in history and a very long upswing, so this cycle is clearly nearing its end, but we do not believe the end is imminent – rather the cycle is being extended and redefined by a combination of structural factors leading to low interest rates, low inflation and ongoing moderate growth.

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