Columbia Threadneedle Investments

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There are 8 item(s) tagged with the keyword "Columbia Threadneedle".

Displaying: 1 - 8 of 8

What are central banks telling us about interest rates?

After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?

Tags: Columbia Threadneedle, Multi-Asset
Are interest rates cuts in jeopardy?

Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.

Tags: Columbia Threadneedle, Multi-Asset
An unusual backdrop

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.

Tags: Columbia Threadneedle, Investment Trusts, equity
Pandemic poised to accelerate underlying trends

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

Tags: Columbia Threadneedle
Flashforward: Drawing parallels with 1999/2000
  • Investors in the UK and overseas are adopting extreme positioning in their hunt for defensive growth
  • The elastic has become very stretched and a sharp rotation could be overdue
  • This market dynamic is reminiscent of 1999/2000 whereby ‘old economy’ stocks are discarded in favour of ‘new economy’ stocks
Tags: UK Equities, Columbia Threadneedle
Two quarters of turbulence: what the pre-Christmas plunge and new year rebound say about markets

World equity indices plunged during Q4 last year before staging a powerful recovery, regaining virtually all the ground they had lost. This extraordinary turn of events may look irrational, but it tells a coherent story about the fragility of investor confidence as we navigate the end of this economic cycle and approach the US elections in 2020.

Tags: Columbia Threadneedle, equities, global equities
Global fixed income: it's time for investors to stay watchful and nimble

In the space of just 12 months, markets have switched from expecting interest rate rises to expecting interest rate falls. Broadly speaking, this means 2019 should be a good year for fixed income. But investors are treading a fine line and need to differentiate between fixed income strategies

Tags: Global Fixed Income, Columbia Threadneedle
Return of activism!

In the past three years we have seen the “revenge of the index” in the UK, where a market narrowly led by the large commodity stocks has made it harder for all-cap managers to keep pace. Are we now on the precipice of a reversion of this? Could there be enough attractive targets within the market that are opportunities for actively managed funds – heralding the return of activism? Richard Colwell, Head of UK Equities, discusses.

Tags: Columbia Threadneedle, UK Equities

Displaying: 1 - 8 of 8