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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)

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)

In defence of trade

Published by : Sarasin & Partners

After decades of economic integration, today we are confronted with a new wave of anti-global sentiment. Economist Niloofar Rafiei looks back at the complex history of world trade and considers the benefits of internationalisation.

Published: 01 March 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Investing in a world where less is more

Published by : Sarasin & Partners

When investing for the long term, it pays to step back occasionally and consider the wider context, putting the scale of current events and asset values in perspective. Henry Boucher, Deputy CIO, looks at the impact of debt, demographics and income distribution on the global economy.

Published: 01 March 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Targeting income and capital growth

Published by : M&G Investments

M&G Investments’ Steven Andrew considers 2016’s surprises and the outlook for 2017. Through understanding market sentiment and drivers of performance, opportunities can be discovered for growing capital.

Published: 17 February 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Growth vs decline: Does 2017 spell trouble for China?

Published by : Aviva Investors

China’s economy is slowing, so its government have channelled their efforts into growth initiatives, delaying much-needed economic and structural reform. However, is this a move that will help China get back on track, or is it leading them down a slippery slope? Global growth reduction, labour costs

Published: 06 February 2017

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

William Amzand: The Trump pump: commodity return drivers

Published by : Columbia Threadneedle Investments

With the Republicans holding a majority in the House and the Senate, Trump will lead a unified republican government. He reiterated his economic plans in his victory speech which focuses on tax reductions and infrastructure. In the words of the Speaker of the House, Paul Ryan, after the victory:

Published: 22 December 2016

Business Area: Global funds

Type: Portable Document Format (.pdf)

The China Conundrum – Why more money could mean more problems

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe correction in the longer term.

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

China’s economic challenge

Published by : Aviva Investors

While the Brexit vote earlier this year precipitated dire warnings about the potential consequences for the global economy, China's ballooning debt possibly poses a far bigger threat.

Published: 23 November 2016

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Infographic: Chinese policymakers walking a tightrope

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe economic correction in the longer term.

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)