Insights

May 2017

Asset Allocation Monthly

Toby Nangle and Maya Bhandari

 

Equities weighting increased to overweight

We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.

May 2017

The emerging markets cloud receding

Krishan Selva

Client Portfolio Manager

As US rhetoric on trade protectionism softens, investors are focusing on emerging markets' fundamental attractions once more.

May 2017

How should investors approach US infrastructure?

Peter Santoro

Portfolio Manger

Infrastructure provides the foundation of our daily lives, while for equity investors it also offers a range of attractive investment opportunities.

May 2017

Don’t let interest rate risk keep you out of fixed income

Mark King

Investment Editor

Fixed income investors tend to focus on interest rates and worry that when interest rates rise the value of bonds goes down. 

May 2017

Trumponomics: What could go right?

Nicolas Janvier

US Equity Portfolio Manager

It is our view that the market is currently failing to price-in fully the benefits of Trump's pro-growth policies, creating pockets of opportunity for active asset managers, especially in the smaller company universe.

May 2017

University bond issues: Making the grade

Guillaume Langellier

Credit research analyst

When investing in bonds within the university sector, a highly selective and well-researched approach is essential.

May 2017

Asset Allocation Update

Alex Lyle

Head of Managed Funds, EMEA

Watch Alex Lyle, Head of Managed Funds, as he provides an update on markets over the first quarter of 2017 and discusses our current positioning.

May 2017

Commodity Q&A

Nicholas Robin

Fund Manager

Watch Fund Manager Nicolas Robin as he discusses the key themes driving Commodity markets and provides an update on the outlook for Q2 2017.   

May 2017

In Credit - Weekly Snapshot

FIXED INCOME DESK

 

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

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.