There are 14 item(s) tagged with the keyword "Columbia Threadneedle".
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Paul Doyle, Head of Large Cap European Equities, takes us through the key takeaways.
Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
There is a lot to ponder as a portfolio manager today. Expansionary fiscal initiatives from the new Chancellor, Kwasi Kwarteng, have heightened worries about a further widening of the already huge UK current account deficit, Sterling has set a new all-time low against the US dollar and the International Monetary Fund, in a very unusual move, has advised the UK government that its November budget presents an early opportunity to “re-evaluate” the new tax measures.
We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus
Displaying: 1 - 10 of 14