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European equities increased to overweight in multi-asset portfolios

Published by : Columbia Threadneedle Investments

In this month’s Asset Allocation Monthly, Toby Nangle, Global Co-Head of Asset Allocation and Maya Bhandari, Multi Asset Portfolio Manager, explain why they are have moved to be more positive on Equities in general and give their recent thoughts on China.

Published: 06 June 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

European equities increased to overweight in multi-asset portfolios

Published by : Columbia Threadneedle Investments

In this month’s Asset Allocation Monthly, Toby Nangle, Global Co-Head of Asset Allocation and Maya Bhandari, Multi Asset Portfolio Manager, discuss why they have moved to overweight European equities in their multi asset portfolios and revisit the case for commodities.

Published: 26 April 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Asset Allocation Monthly

Published by : Columbia Threadneedle Investments

Toby Nangle, Global Co-Head of Asset Allocation and Head of Multi-Asset, EMEA, and Fund Manager, Maya Bhandari, discuss our latest changes in asset allocation and portfolio positioning.

Published: 30 March 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Disruption and Innovation: A catalyst for opportunity

Published by : Columbia Threadneedle Investments

Colin Moore, Global CIO, discusses digital and demographic trends which are causing disruption and innovation across broad areas of politics, business and social interaction.

Published: 15 March 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Growing assets in Trump’s world

Published by : Columbia Threadneedle Investments

Mark Burgess, CIO EMEA and Global Head of Equities, considers Trump’s proposed policies, and advises that we must remember they will have global implications outside the US. However, despite the uncertainty we’re facing, we can go around the world to highlight growth opportunities in key regions.

Published: 15 March 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

A reflationary world: Asset allocation in practice

Published by : Henderson Global Investors

Nick Watson, Fund Manager within Henderson’s Multi-Asset Team, discusses how the team has been implementing some of its key thematic calls in the Henderson Core Income Fund range. He explains how positioning is aligned to their outlook for steady recovery, inflation normalisation and the end of

Published: 22 February 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Reactions from the investment floor - Toby Nangle, Asset Allocation

Published by : Columbia Threadneedle Investments

As the news of the US election result sinks in, our investment experts react to the result and comment on the likely impact on asset classes. Hear what Toby Nangle from Asset Allocation has to say.

Published: 21 November 2016

Business Area: Investment Trusts

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

Reactions from the investment floor - Irina Miklavchich, Emerging Markets

Published by : Columbia Threadneedle Investments

As the news of the US election result sinks in, our investment experts react to the result and comment on the likely impact on asset classes. Hear what Irina Miklavchich, from Emerging Markets, has to say.

Published: 21 November 2016

Business Area: Investment Trusts

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

Challenging Market Perceptions of Japan

Published by : Tokio Marine Asset Management

As a locally-based manager, we wish to offer investors an alternative perspective on Japan. It is widely believed that Japan has a high vulnerability to external factors that affects the value of the yen. There is also the fading impact of Abenomics which has prompted fears the country will not

Published: 31 March 2016

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Accumulated cash, capex and mind-set among Japanese corporate

Published by : Tokio Marine Asset Management

Corporates built up of their cash reserves under the 20 years of deflation, but now the tide is turning and given the magnitude of the cash – and the possible catalyst of infrastructure renewal – Japan could see a large rise in corporate capex in the next five or more years.

Published: 24 November 2015

Business Area: Economics

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful