Insights

May 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:

  • The French presidential election and the forthcoming UK general election
  • President Trump's first 100 days in office
  • Expectations for growth
  • Equity sector implications from the current economic backdrop
  • M&A activity

April 2017

In Credit - Weekly Snapshot

FIXED INCOME DESK

 

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

April 2017

French elections - what would Macron's victory mean for markets?

Philip Dicken and Francis Ellison

European Equities

In the current investment environment, politics and populism have dominated the agenda, skewing asset prices and markets. If France backed a centrist, pro-EU candidate, the threat would fade. Markets would focus again on longer-term trends: fundamental analysis and expert stock selection will return to the fore.

April 2017

Asset Allocation Monthly

Toby Nangle and Maya Bhandari

 

A positive window for European Equities

European equities increased to overweight in multi-asset portfolios

April 2017

The makings of a commodity bull market

David Donora

Head of Commodities

Events in early 2017 have confirmed our view that the next bull market in commodities is approaching. 

April 2017

How to approach the fast-moving technology sector

Rahul Narang

Senior Portfolio Manager

The pace of technological innovation and disruption is accelerating; disruptive business models are emerging all the time, and the outlook for the sector is as robust as ever. 

April 2017

Renewed Interest - Integrated analysis identifies opportunities in European wind

Rose Beale

ESG Analyst

The European wind power market has seen significant development in the past two years as a result of policy change, technological advances, transparency on ESG issues and more favourable market dynamics. 

April 2017

Shenzhen-Hong Kong Stock Connect opens for traffic

Soo Nam NG

Head of Asian Equities, Asia

Offering a bridge for international investors accessing China's 'new economy', policymakers are confident that the merits of Stock Connect will be appreciated over time. 

April 2017

Article 50 triggered

Mark King

Investment Content Specialist

Article 50 triggered: Question and Answers 

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.