Insights

August 2019

Trouble in Argentina?

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

August 2019

Asian equities: on the right side of history

Columbia Threadneedle Investments

 

While trade disputes overshadow markets, Asia ex-Japan equities continue to offer highly attractive long-term prospects as the world’s economy pivots eastwards.

August 2019

Spooked by the yield curve inversion

Columbia Threadneedle Investments

 

Fixed income investors need to be watchful and nimble as they navigate an economic environment marked by conflicting signals.

August 2019

Europe’s equity markets look undervalued

Paul Doyle

Portfolio Manager, European Equities.

Economic activity is flagging and Eurosceptic groups gained some ground at the recent European elections, but Europe is cheap compared with other markets.

August 2019

China onshore bonds enter the mainstream

Columbia Threadneedle Investments

 

Bloomberg’s inclusion of China Government Bonds in its benchmark index could attract massive inflows into China’s onshore bond markets.

August 2019

Asia Quarterly Bulletin

Columbia Threadneedle Investments

 

In this issue we explore the following:

  • Time is running out to solve China’s debt bubble
  • China onshore bonds enter the mainstream
  • Spooked by the yield curve inversion
  • Asia equities: on the right side of history
  • Europe’s equity markets look undervalued
  • Strategies that benefit from volatility
  • Why Asian investor behaviour benefits from financial advice
  • Currency warrior: why Trump is weaponising the dollar

August 2019

Strategies that benefit from volatility

Columbia Threadneedle Investments

 

With fresh memories of 2018’s market correction, and valuations looking stretched, Asian investors are looking for sophisticated strategies fit for all market conditions.

August 2019

Why Asian investor behaviour benefits from financial advice

Columbia Threadneedle Investments

 

Financial advisers can help investors from China to India to overcome behavioural biases and, ultimately, to improve their investment results.

July 2019

Asset Allocation Update

Toby Nangle

Head of Global Asset Allocation

After sharp drawdowns towards the end of 2018 stock markets are re-approaching their all-time highs. This is despite escalating geopolitical tensions in the Gulf, the risks of a disorderly Brexit, softening economic data, and professional company analysts cutting their profit forecasts for stocks in every major market.

Important information

The research and 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.