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Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
Uncertainty around US trade tariffs has driven volatility higher. Against a fast-moving backdrop we argue the case for a considered approach to portfolio management.
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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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