Market Monitor – 17 June 2022
Recent losses have intensified as stock markets around the world endured one of their toughest weeks of the year so far. With investors focusing once again on central bank attempts to curb rampant inflation, this week’s key events were policy decisions from the United States Federal Reserve, the European Central Bank (ECB) and the Bank of England (BoE) – in each case, however, officials offered little in the way of positive news.
Market Monitor – 10 June 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Spotlight on Asian Income: opportunities in an reflationary environment.
Asian equity recovery continues to broaden, laying the foundations for a period of potentially strong growth for income stocks.
Simon Morton-Grant, Client Portfolio Manager at Columbia Threadneedle Investments discusses:
The current outlook for income investing in Asia
How the opportunity set is different for an investor in Asia equity income versus investors of income funds in other regions
How sustainable dividends in Asia compare to other regions
Market Monitor – 6 May 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Market Monitor – 8 April 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
The digitalisation of everything
Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.
Emerging markets: volatility doesn’t disrupt the process
Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.
Market Monitor – 25 March 2022
Global stock markets have enjoyed a more or less positive week as investors have once again been happy to focus on whatever good news they can find.
CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
