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UK Election 2017: Jeremy Corbyn vs Theresa May

Published by : Columbia Threadneedle Investments

We are only hours away from finding out from who the next Prime Minister of the country will be. This infographic from Columbia Threadneedle Investments has everything you need to know about this snap election: the key policy proposals, what recent polls show as well what could happen to the markets

Published: 08 June 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Shared Thinking: The long, lazy days of summer

Published by : Old Mutual Global Investors

Global growth is picking up, and stock markets continue to flirt with all-time highs. But, notes Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund, a dearth of fresh catalysts could leave markets decidedly range-bound over the summer months.

Published: 08 May 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Philip Dicken/Francis Ellison: French elections: what would Macron’s victory mean for markets?

Published by : Columbia Threadneedle Investments

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.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rose Beale/Matthew van de Schootbrugge: Renewed interest - integrated analysis identifies opportunities in European wind

Published by : Columbia Threadneedle Investments

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.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Capitalising on the growth of the global high-yield market

Published by : Eaton Vance

High-yield investors today have many investment choices from corporate issuers across the globe. This paper explores how to capitalise on the growing high-yield market.

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Capitalising on the growth of the global high-yield market

Published by : Eaton Vance

Eaton Vance’s portfolio managers discuss the advantages of high-yield bonds, as they offer better risk-adjusted returns and lower interest-rate sensitivity than the broad fixed-income market. This paper explores how to capitalise on the growing high-yield market.

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

What’s to be made of the “Trump reflation trade”?

Published by : Eaton Vance

Eaton Vance’s Chief Income Investment Officer, Payson F. Swaffield, comments on the effects that Trump's presidency has on the stock and bond markets

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

What’s to be made of the “Trump reflation trade”?

Published by : Eaton Vance

Investors were of one mind with "Trump reflation trade" in the first quarter of 2017. However, by the time the first quarter ended investors have been "split", which we examine what they actually is and may mean for the market

Published: 19 April 2017

Business Area: Markets

Type: Other

Rating: 1 people found this useful

Cracks in the reflation trade

Published by : M&G Investments

It is hard to remember a time when there was so much disagreement around the outlook for corporate bond markets and risk assets. Some investors remain sceptical about the underlying strength of the rally and are uneasy at the pace at which secular stagnation concerns were washed away by the election

Published: 10 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Doesn’t anyone care about the recent oil price collapse?

Published by : M&G Investments

Amidst the intense focus on central bank policy decisions and the latest Trump activity you’d be forgiven for barely having registered that the oil price fell more than 9% last week. Wind back the clock just over a year and it would have been front page news.

Published: 10 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)