White papers - all assets – Page 329
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White papers
Emerging Markets: Minding Their Own Business
There has been a big improvement in emerging markets which I don’t think investors are fully aware of. Their external imbalances have improved significantly. Their current account deficits have shrunk. Foreign direct investment, in the meantime, has been very robust.
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White papers
Economic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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Consistency is key in fixed income investing
At Columbia Threadneedle Investments, our consistent, collaborative approach and global expertise delivers the success investors demand.
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Asset Allocation Update: Is a bond sell-off around the corner?
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.
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Ten Years On: Is the World Economy Getting Back to “Normal”?
A decade ago, we got the first warnings that the US subprime crisis would go global. Since then, monetary policy has pushed deep into unconventional territory. How will it respond as the backdrop begins to look more “normal”?
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Leadership Changes Loom at the Fed
The Trump administration is starting to consider a replacement for US Federal Reserve Chair Janet Yellen after her term expires. This is only one potential leadership change in what could be a wave of turnover ahead for the institution.
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US Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
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White papers
US Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
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White papers
How Bank Loans Yield to Fantasy
As an asset class, fixed income generates longer-term returns that are largely predictable. So why are those returns not always a reasonably sure thing, and why is there controversy around the methodology being used for making predictions for one sector in particular?
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White papers
In Credit: Summertime...and policy conditions remain easy
The US dollar continues to weaken driven by relatively weaker US economic prospects and ongoing political turmoil domestically.
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Factor Fitness: Understanding Equity Exposures
Equity factors are increasingly used by investors to help guide their portfolio allocations. So it’s important to have a good grasp of what factors are and how they perform through an economic cycle, in order to invest effectively.
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Dynamic Asian fixed income market continues to drive strong returns
The Asian fixed income market has had a fantastic three-year total return performance.
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South Korean equities shrug off concerns
A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.
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Hong Kong faces an unstable future
China’s increasing control of Hong Kong’s political and economic activities raises concerns about the territory’s role as financial hub.
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Thailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
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Is China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
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Five reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
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Why ETFs Aren’t a Good Fit in European High Yield
The index-tracking trend is firmly entrenched. But do investors recognize the big differences between stock and bond ETFs? And do they appreciate that these can cause European high-yield ETFs to lag?
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White papers
Cross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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White papers
Global Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee