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US small caps look for a Trump earnings revival

Published by : Columbia Threadneedle Investments

Nicolas Janvier, US Equities Portfolio Manager, argues that Donald Trump’s election victory is a game changer for the US – economically, politically and for its stock markets.

Published: 15 March 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

French elections: what to expect should Le Pen prevail?

Published by : Columbia Threadneedle Investments

Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come. A Le Pen victory increases the likelihood

Published: 15 March 2017

Business Area: Europe

Type: Portable Document Format (.pdf)

Asian fixed income: Can Asian buyers conquer all?

Published by : Columbia Threadneedle Investments

Clifford Lau, Head of Fixed Income Asia, considers the uncertainty to come in 2017 and argues that bond yields might pick up further, the strong demand from Asian buyers that we have seen in recent years should not be taken for granted, and investors need to choose carefully.

Published: 15 March 2017

Business Area: Fixed Income

Type: Portable Document Format (.pdf)

Growth opportunity in infrastructure

Published by : Columbia Threadneedle Investments

Colin Moore discusses the significant opportunities in global infrastructure that currently exist across geographies and industries.

Published: 15 March 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

Asia’s resilience to falling global trade

Published by : Columbia Threadneedle Investments

Natasha Ebtehadj, Asian Equities Portfolio Manager, discusses the main challenges facing Asia in 2017. The crucial ones are what ‘Trumponomics’ might mean for the region, such as the nature of US policy regarding import tariffs, along with the impact of further US rate rises on the US dollar.

Published: 15 March 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Navigating market volatility with diversification as the cornerstone

Published by : Columbia Threadneedle Investments

Jeff Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation, explains that a well-diversified portfolio has been a time-tested strategy that helps investors manage risks in volatile markets.

Published: 15 March 2017

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

Emerging Markets: Diverging fortunes ahead

Published by : Columbia Threadneedle Investments

Irina Miklavchich, Head of Emerging Market Equities EMEA, explores Trump’s victory and argues that the likelihood of further rises in interest rates present the clearest threat to emerging markets in 2017.

Published: 15 March 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Political risks will dominate credit markets in 2017

Published by : Columbia Threadneedle Investments

Alasdair Ross, EMEA Head of Investment Grade, explores populist politics, and argues that they will be a big theme for corporate credit markets in 2017.

Published: 15 March 2017

Business Area: Fixed Income

Type: Portable Document Format (.pdf)

The long march to higher interest rates

Published by : Columbia Threadneedle Investments

Jim Cielinski argues that while the bond bubble has burst, it remains to be seen how quickly the fallout may spread. The first stage of the sell-off has seen many core global government yields move higher and markets now await additional clarity around US and Chinese policy actions before making the

Published: 15 March 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

Generating income with a multi-asset approach

Published by : Columbia Threadneedle Investments

Anwiti Bahuguna, Global Asset Allocation Team and Senior Portfolio Manager, describes the diversification options, beyond bonds, available for generating income.

Published: 15 March 2017

Business Area: Multi Asset

Type: Portable Document Format (.pdf)