Insights

July 2017

'Calm seas don’t make good sailors'

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

July 2017

Fixed Income Update

David Oliphant

Executive Director

Watch David Oliphant, Executive Director, as he provides an update on Fixed Income over the second quarter of 2017.

July 2017

Argentina: the ‘emerging’ emerging market

Ilan Furman

Portfolio Manager

Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.

July 2017

China-US détente eases investor fears

Soo Nam NG

Head of Asian Equities, Asia

As long as the apparent mood of compromise set by Trump and Xi persists, investors are likely to feel more confident about raising their allocations to China stocks, and increasing exposure to the country's new economy sectors.

July 2017

The beginning of India’s transformation

Natasha Ebtehadj

Portfolio Manager

India is the world's fastest-growing economy, where an ambitious reform programme and digitisation are beginning to have a positive impact.

July 2017

Are ‘linkers’ the best way to guard against inflation?

Toby Nangle

Global Co-Head of Asset Allocation & Head of Multi-Asset, EMEA

Toby Nangle argues that while inflation-linked bonds may be the least bad long-dated bonds in a world of rising inflation, he is looking for other ways to build inflation protection.

July 2017

Dynamic asset allocation in a changing world

Jon Dadswell

Head of UK Institutional Sales

In an uncertain investment climate, where volatility is heightened, managing risk is the key to achieving a successful investment outcome.

July 2017

Why the active vs. passive debate is largely moot for European insurers

Eugene Dimitriou

Head of Insurance Solutions

Eugene Dimitriou argues that active investing gives insurers more scope to balance the demands they face from individual European regulators, who want to reduce risk for customers, and their own requirement to produce appropriate returns from their investments.

July 2017

Putting clients first as Brexit begins

Dominik Kremer

Head of EMEA Institutional Sales

The Brexit negotiations will determine the shape of the UK's future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate. In uncertain times, our primary responsibility is to ensure continuity and stability for our clients.

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.