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Monthly Global Perspectives - May 2017

Published by : Columbia Threadneedle Investments

In this issue: Krishan Selva: The emerging markets cloud receding. Guillaume Langellier: University bond issues: Making the grade. Mark King: Don’t let interest rate risk keep you out of fixed income. Peter Santoro: How should investors approach US infrastructure? Nicolas Janvier: Trumponomics: What

Published: 06 June 2017

Business Area: Investments

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, 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)

UK Equities Guide

Published by : Columbia Threadneedle Investments

This interactive Guide to UK Equities explores Columbia Threadneedle’s diverse range of UK Equity strategies, whether looking for income, growth, or more specialist funds. This E-zine features an overview of our UK Equity investment philosophy and includes videos from the Fund Managers as they

Published: 06 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Multi-Asset: Providing consistency through uncertain times

Published by : Columbia Threadneedle Investments

In this viewpoint, Columbia Threadneedle Investments Multi Asset team highlight the approach of the Threadneedle Dynamic Real Return Fund. The fund targets consistent performance, withstanding market volatility. In the uncertain world of 2017’s geopolitical landscape, this fund offers a team-based

Published: 26 April 2017

Business Area: Multi Asset

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)

Rahul Narang: how to approach the fast-moving technology sector

Published by : Columbia Threadneedle Investments

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. Given how exciting these new themes are, it is important that investors be aware that mature technologies can present

Published: 26 April 2017

Business Area: Investments

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)

Soo Nam NG: Shenzhen-Hong Kong Stock Connect opens for traffic

Published by : Columbia Threadneedle Investments

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.

Published: 26 April 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

David Donora: the makings of a commodity bull market

Published by : Columbia Threadneedle Investments

Events in early 2017 have confirmed our view that the next bull market in commodities is approaching. Stronger economic growth in developed and developing markets is increasing demand at a time when supply is constrained.

Published: 26 April 2017

Business Area: Commodities

Type: Portable Document Format (.pdf)

Clifford Lau: Ten reasons to invest in Asian bonds

Published by : Columbia Threadneedle Investments

Asia’s bond markets have historically had only a peripheral part in global markets. While there has always been a so-called Asia yield premium, poor name-recognition, limited secondary market liquidity and a scarcity of new issuance has limited the potential for regional bond portfolios. But now

Published: 30 March 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)