European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
‚Higher for longer’ rates will curb inflation, so quality is the way to go
Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
Die European Select Strategy: Gründe für qualitativ hochwertige Anlagen
Die langfristige Outperformance der Strategie gegenüber der Benchmark und unsere bisherigen Erfahrungen bei der Überwindung von kurzfristigen Rückschlägen stimmt uns positiv für das letzte Quartal 2023.
Japan Equity: a strong track record in an exciting market
Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.
Threadneedle (Lux) American Smaller Companies: So können Anleger das Potenzial von US-Small-Cap-Aktien erfolgreich nutzen
Louis Ubaka, stellvertretender Portfoliomanager im US-Aktienteam von Columbia Threadneedle Investments, erklärt wie eine gute Diversifikation zu konstanten Renditen führen und gleichzeitig das Risiko reduzieren sollte.
25 Jahre und kein Ende in Sicht: Threadneedle (Lux) European Smaller Companies
Bevorzugt werden hochwertige und unterbewertete Wachstumsunternehmen aus dem europäischen Small- und Mid Cap Segment.
Greece: the making of a turnaround story
The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Artificial intelligence and the economy: paradigm shift or hype?
The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?