Investment team updates – bullet points 16 April

Valuation BBBs and policy change

Investment team updates – bullet points 16 April

Investment team updates – bullet points 16 April

Valuation BBBs and policy change

Investment team updates – bullet points 16 April

Coronavirus: research, research, research…

Middling growth, markets unnerved

At Columbia Threadneedle Investments, our team of 180 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that add real value to investment decisions, enabling consistent and replicable outcomes for our clients.

Coronavirus: Earthquakes, aftershocks and recovery

EN - How subconscious screening can create shrinking investment universes

Aftershocks are a frequent and disruptive result of an earthquake caused by the displacement effects of the main shock. While alarming themselves, they are often a reasonably predictable outcome of the main event. Large earthquakes can have hundreds of aftershocks. While there are familiar patterns to the distribution and magnitude of aftershocks, there can be surprises. However, they typically tend to decline in magnitude and frequency with time.

Coronavirus: Earthquakes, aftershocks and recovery

EN - How subconscious screening can create shrinking investment universes

Aftershocks are a frequent and disruptive result of an earthquake caused by the displacement effects of the main shock. While alarming themselves, they are often a reasonably predictable outcome of the main event. Large earthquakes can have hundreds of aftershocks. While there are familiar patterns to the distribution and magnitude of aftershocks, there can be surprises. However, they typically tend to decline in magnitude and frequency with time.

Why the 21st century belongs to Asian investors

Why the 21st century belongs to Asian investors

There is a huge shift in economic activity towards the east, all of which requires financing.

Ten European surprises for Asian investors

Ten European surprises for Asian investors

The continent hosts world-beating companies with competitive advantages which underpin robust growth and sustainable shareholder returns.

Asia Quarterly Bulletin – Winter 2020

Asia Quarterly Bulletin Winter 2020 banner

In this issue we explore Asia’s exceptionally high-yielding bond markets, why the 21st century belongs to Asian investors and the Indian economy with problems piling up for Narendra Modi.

A new age of infrastructure

Europe’s infrastructure needs renewal, but in ways that are sustainable over the long term. An ever-changing landscape means that infrastructure investors must weigh up opportunities and challenges carefully.

Responsible Investment has become increasingly important for many asset owners, so what does 2019 hold?

At a time when demand for ESG integration is growing and confidence in the investment impacts of traditional ESG approaches remains high, data science offers the additional prospect of solving for the effective integration of meaningful non-financial analysis in investment, at scale and with global reach.