Insights

September 2017

UK banks still not in favour

Chris Kinder

Portfolio Manager

As profits have risen and dividend payments resumed, UK banks have started to return to favour - though we remain in the more cautious camp, believing that other financial companies are more attractive, with less leverage and core strengths to protect margins.

September 2017

Rethinking volatility in Asian markets

Soo Nam NG

Head of Asian Equities

While greed and fear have long influenced investors, driving sporadic bouts of sharp market volatility, Soo Nam NG argues that trading dynamics in Asian equity markets are increasingly more level-headed and less emotional. The result is a more rational market that may mean re-rating gains can materialise with more certainty and speed for the active, contrarian investor.

September 2017

Taper trails and join the dots…

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

August 2017

Asset Allocation Monthly

Toby Nangle and Maya Bhandari

 

Politics are not the only risk on the horizon

As the tenth anniversary of the Global Financial Crisis passed this month, our thoughts turned to the ongoing muted volatility in financial markets.

August 2017

Investment Themes

Toby Nangle

Co-Head of Global Asset Allocation and Head of Multi-Asset EMEA

In this month's Investment Themes video, Toby Nangle, Co-Head of Global Asset Allocation and Head of Multi-Asset EMEA, discusses:

  • US inflationary pressures
  • How the Fed will approach a QE unwind
  • European growth
  • Geo-political risk
  • Our outlook for risk assets

August 2017

Monetary policy on (Jackson) hold?

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

August 2017

Asia’s ‘great moderation’ holds promise for equities

Soo Nam Ng

Head of Asian Equities, Asia

Soo Nam NG argues that China's economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets. 

August 2018

Concentrated long-short investing to achieve absolute return

Amit Kumar and Ashish Kochar

US Equity Portfolio Managers

Lower future equity market returns are expected to increase the importance of alpha in portfolios. 

August 2017

Why we are counting every woman

Michelle Scrimgeour

CEO, EMEA

With female representation finally starting to improve across the finance sector, we have a responsibility to ensure current momentum delivers lasting change.

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.