Insights

August 2017

The economic implications of the US withdrawal from the Paris agreement

Iain Richards

Head of Responsible Investment

  • Paris Agreement withdrawal has injected uncertainty at a time when US renewable energy was taking steps towards a more assured future.
  • Slowing the transition could impact investment and jobs growth.
  • However, renewable generation costs are falling and the economics have changed.
  • US transition to renewables will continue but may slow.

August 2017

Insights from an asset allocation veteran

Jeff Knight

Global Head of Investment Solutions

We're about eight years into the bull market, and from the very lows of the bottom of the financial crisis - the S&P 500 has nearly quadrupled. It's worth understanding how unusual this is in an historical context.

August 2017

The outcome of Brexit matters for the UK’s Balance of Payments

Ben Rodriguez

Multi-Asset Investment Analyst

The outcome of Brexit matters for the UK's Balance of Payments and, as a consequence, UK assets, with a softer Brexit requiring the Financial Account to compensate for the potential worsening of the Current Account.

July 2017

Global Multi Asset Income Q2 Update

Maya Bhandari

Portfolio Manager

Maya Bhandari, manager of the Threadneedle (Lux) Global Multi Asset Income Fund, talks about how the fund performed in the second quarter of 2017 and explains the factors that influenced the performance.

July 2017

Global Equity Income Quarterly Update

Jonathan Crown

Portfolio Manager

Jonathan Crown, manager of the Threadneedle Global Equity Income fund in this video update speaks about the 10 year anniversary of the strategy, the fund performance in Q2 and explains what might lie ahead for income investors.

July 2017

Global Emerging Markets Q2 Update

Krishan Selva

Client Portfolio Manager

In this quarterly update Krishan Selva, client portfolio manager explains what were the main drivers for the performance of the global emerging markets equities over the second quarter of 2017 and gives an outlook for the reminder of the year.

July 2017

European Equities Update

Francis Ellison

Client Portfolio Manager

In this quarterly update Francis Ellison, Client Portfolio Manager gives an update on the economic and political trends in Europe and explains what did the second quarter bring for investors.

July 2017

Asset Allocation Monthly

Toby Nangle and Maya Bhandari

 

Is a bond sell-off around the corner?

We are mindful that investment grade and high yield bonds have been on a strong run from a risk/reward perspective, and in that context we have been looking at our weighting in this area.

July 2017

Investment Themes

Mark Burgess

CIO EMEA and Global Head of Equities

In this month's Investment Themes video, Mark Burgess, Chief Investment Officer, EMEA, and Global Head of Equities, discusses:

  • Global politics and President Trump's policies
  • The UK outlook amid Brexit negotiations
  • European growth
  • Inflation and monetary policy
  • The attractiveness of risk assets

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.