Columbia Threadneedle Investments

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  • Time is running out to solve China’s debt bubble download

    White papers 7 August 2019

    Many investors are focused on the outlook for trade talks with the US, fearing an all-out trade war which would negatively impact global, and especially Chinese, equity markets. But investors underestimate the mounting problems caused by the recent rapid expansion of credit in China. Only radical solutions now remain to resolve the country’s growing credit bubble, says Paul Smillie.

  • Flashforward: Drawing Parallels With 1999/2000 download

    White papers 7 August 2019

    Investors in the UK and overseas are adopting extreme positioning in their hunt for defensive growth. In doing so the elastic has become very stretched and a sharp rotation could be overdue. This market dynamic is reminiscent of 1999/2000 whereby ‘old economy’ stocks are discarded in favour of ‘new economy’ ones.

  • Two quarters of turbulence: what the pre-Christmas plunge and new year rebound say about markets download

    White papers 30 May 2019

    World equity indices plunged during Q4 last year before staging a powerful recovery, regaining virtually all the ground they had lost. This extraordinary turn of events may look irrational, but it tells a coherent story about the fragility of investor confidence as we navigate the end of this economic cycle and approach the US elections in 2020...

  • In Credit download

    White papers 8 April 2019

    Should I stay… or should I go?

  • 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...

  • Valuations, BBBs And Policy Change - European Investment Grade Outlook | March 2019 download

    White papers 20 March 2019

    Companies in most developed market economies have enjoyed years of super-low borrowing costs The European IG market has increased in size from a face value of around €800 billion in 2005 to more than €2.1 trillion by the end of January But what might happen to companies were borrowing costs to return to levels many of us considered to be normal only a few years ago...

  • Multinationals race to tap Asia’s conspicuous consumers download

    White papers 19 March 2019

    Western corporations are well placed to profit from Asia’s rapidly growing consumer wealth.

  • Japan’s strengthening fundamentals go unnoticed download

    White papers 19 March 2019

    Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.

  • European equities: targeting positive returns in an uncertain climate download

    White papers 19 March 2019

    A decade after the financial crisis, the uncertain economic conditions it ushered in are starving Europe’s investors of returns.

  • 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.

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