Columbia Threadneedle Investments

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  • In Credit download

    White papers 8 April 2019

    Should I stay… or should I go?

  • 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%.

  • Banking problems impede India’s reforms download

    White papers 31 May 2018

    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.

  • What to know about investing in China download

    White papers 31 May 2018

    There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.

  • Why sustainable growth supports ASEAN equities download

    White papers 31 May 2018

    The Association of Southeast Asian Nations is in a cycle of high-quality, balanced economic growth, with China leading the way.

  • 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.

  • Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018 download

    White papers 13 March 2018

    With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.

  • Dara J. White: Emerging Markets Outlook for 2018 download

    White papers 13 March 2018

    Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.

  • 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.

  • Is it too quiet as we head into 2018? download

    White papers 17 January 2018

    As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.

  • Fixed income playbook 2018: less risk, more diversification download

    White papers 17 January 2018

    On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.

  • 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.

  • Asia’s new era of sustainable growth download

    White papers 17 January 2018

    The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.

  • Commodities hitch a ride on global growth download

    White papers 17 January 2018

    Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.

  • 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.

  • Japan: three reasons for a positive outlook download

    White papers 17 January 2018

    In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.

  • Bond Connect opens access to China’s debt markets download

    White papers 31 October 2017

    Bond Connect is the latest manifestation of China’s gradual opening up of its capital markets to international investors. The pilot scheme, launched by China and Hong Kong in July, gives foreign institutional fund managers a new route to China’s RMB69 trillion ($10 trillion) interbank bond market (CIBM).

  • 10 reasons to invest in Asia bonds download

    White papers 31 October 2017

    Asia’s fixed income markets are now a key part of diversified, international bond portfolios. Issuance volumes continue to rise to record levels, there is a wide range of issuer-type, yield and tenor, and the pool of regional liquidity is growing.

  • Opportunities in...Asian fixed income download

    White papers 31 October 2017

    The Asian fixed income market is often at a different part of the economic, political and credit cycle to core western markets – this can include economic growth that surpasses most other regions. In an investment world that often seems devoid of income without excess risk, Asian fixed income can offer a compelling proposition in both a relative and absolute sense.

  • Opportunities in...European Corporate Bonds download

    White papers 31 October 2017

    Why European investment grade corporate bonds? At a time when attention is increasingly focused on a gradual reduction in US and European monetary stimulus, the European investment grade corporate bond market presents investors with an increasingly  broad investment opportunity set focused on the rapidly evolving European market.

  • In Credit: Abenomics 2.0 download

    White papers 23 October 2017

    It was a mixed week for core government bonds with yields rising in Europe and the US, but falling in the UK and largely unchanged in Japan where Shinzo Abe won a large majority in last weekend’s general election. This victory leaves the road clear for more ultra-easy monetary policy in an economy that is growing but has so far failed to produce much in the way of inflation (Nationwide core CPI = 0.0% y/y).

  • In Credit: The calm after the storms? download

    White papers 16 October 2017

    Core bond yields were flat in Japan, a touch wider in the UK and lower in the US and Europe last week. The International Monetary Fund raised its global GDP forecast marginally to 3.6% for 2017 ( 0.1%) and 3.7% for 2018, driven largely by an improved outlook in the US, Europe, Japan and China.

  • In Credit: Corporate bond spreads tighten to post GFC lows download

    White papers 9 October 2017

    It was a fairly astonishing week in terms of news, though core bond markets were not much moved after the sell-off of recent weeks. Firstly in Europe, the ever-present issue of political cohesion was on the agenda again.

  • In Credit: Monetary policy on (Jackson) hold? download

    White papers 29 August 2017

    The annual Jackson Hole symposium left the market with little new information about central bank policy intentions in either the US or Europe.

  • Asset Allocation Update: Is a bond sell-off around the corner? download

    White papers 14 August 2017

    We are mindful that investment grade and high yield bonds have been on a strong run from a risk/reward perspective, and in that context we have been looking at our weighting in this area.

  • In Credit: Summertime...and policy conditions remain easy download

    White papers 7 August 2017

    The US dollar continues to weaken driven by relatively weaker US economic prospects and ongoing political turmoil domestically.

  • Dynamic Asian fixed income market continues to drive strong returns download

    White papers 3 August 2017

    The Asian fixed income market has had a fantastic three-year total return performance.

  • South Korean equities shrug off concerns download

    White papers 3 August 2017

    A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.

  • Hong Kong faces an unstable future download

    White papers 3 August 2017

    China’s increasing control of Hong Kong’s political and economic activities raises concerns about the territory’s role as financial hub.

  • Thailand adapts to a new normal download

    White papers 3 August 2017

    The military government has ambitious plans to reshape the country’s economy as well as its constitution.

  • Is China’s economy turning Japanese? download

    White papers 3 August 2017

    Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.

  • Five reasons to hold technology stocks download

    White papers 3 August 2017

    Technology breakthroughs herald a new era in the way we live, work and relate to each other.

  • In Credit: Beware of Greeks bearing bonds download

    White papers 31 July 2017

    The US Federal Reserve left interest rates unchanged last week as expected, while its statement intimated that the balance sheet unwinding process should begin soon.

  • In Credit: Calm seas don’t make good sailors download

    White papers 24 July 2017

    After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.

  • In Credit: In the firing line... download

    White papers 21 July 2017

    Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.

  • Are ‘linkers’ the best way to guard against inflation? download

    White papers 18 July 2017

    With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.

  • 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.

  • Putting clients first as Brexit begins download

    White papers 18 July 2017

    The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.

  • In Credit: ‘From Russia with love...’ download

    White papers 17 July 2017

    There never seems to be a dull moment in US politics these days.

  • In Credit: State aid? What state aid? download

    White papers 10 July 2017

    Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.

  • In Credit: Loose lips sink ships download

    White papers 3 July 2017

    Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.

  • What will end the search for yield? download

    White papers 30 June 2017

    The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.

  • Asset Allocation Update: UK earnings forecasts unchanged despite headwinds download

    White papers 22 June 2017

    Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.

  • In Credit: ‘Alexa...Buy me Wholefoods’ download

    White papers 19 June 2017

    The US bond rally continues – fuelled by a lack of inflation.

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