Insights

August 2020

Economy interrupted

FIXED INCOME DESK

In Credit - Weekly Snapshot

Our fixed income team provide their weekly snapshot of market events.

July 2020

Investment style rotations - growth versus value

William Davies

CIO, EMEA & Global Head of Equities

How the 2020s could be similar to the last decade with low growth, inflation and interest rates; and how quality should outperform value in this environment

July 2020

Climbing the wall of worry

FIXED INCOME DESK

In Credit - Weekly Snapshot

Our fixed income team provide their weekly snapshot of market events.

July 2020

Shipping: a social industry making environmental strides

Benjamin Kelly and Ash Kelso

Senior Analyst, Global Research and Head of Asset Management, Infrastructure Investment

Transport assets remind us that, within ESG investing, ‘S’ can be just as important as ‘E’ and ‘G’, and focussing on the environment and governance at the expense of social aspects can be detrimental.

June 2020

Fixed Income: Video update

Gene Tannuzzo

Deputy Head of Fixed Income

Deputy Head of Fixed Income, Gene Tannuzzo, on how Columbia Threadneedle is analysing the impact of Covid-19 on Fixed Income markets, and finding opportunity in this environment

June 2020

Good as gold.

FIXED INCOME DESK

In Credit - Weekly Snapshot

Our fixed income team provide their weekly snapshot of market events.

12 June 2020

Market updates

Investment Team Updates

 

Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

12 June 2020

An equities ‘barbell’ strategy amid continued uncertainty

Natasha Ebtehadj and Felicity Long

Portfolio Manager and Client Portfolio Manager

We try to avoid the temptation to say, “we live in unprecedented times”. After all, remarkable things happen all the time and it is our successful navigation of them that will add value for our clients. But there is no doubt we are currently living through one of the most significant events in recent economic history – what may become termed the “Great Covid Recession”.

June 2020

Are markets ahead of the economy and should they be?

Colin Moore

Global Chief Investment Officer

The S&P 500 has rallied more than 35% off its March low. For some, considering the current economic data cataloguing the wreckage of the coronavirus-induced economic shutdown, the move appears to defy common sense. It has prompted many to ask whether financial markets are ahead of the economy, and whether they should be?

Important information

This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments to anyone in any jurisdiction in which such offer is not authorised, or to provide investment advice or services. The analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed. The mention of any specific shares or bonds should not be taken as a recommendation to deal. This document is not investment, legal, tax, or accounting advice. Investors should consult with their own professional advisors for advice on any investment, legal, tax, or accounting issues relating an investment with Columbia Threadneedle Investments.