European equities seen through an ESG lens
Threadneedle (Lux) Pan European Equities is formally adopting environmental, social and governance criteria – a natural extension of its successful approach
UK equities: in need of a vaccine!
The UK market might be the land that time forgot, but the best time to invest can be when it feels most uncomfortable. We would argue it is poised to recover strongly
US election 2020: what a Biden win might mean
We look at the possible outcomes for taxes and different sectors from a Democratic victory.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
US election special: market impacts from a Biden or Trump victory
In this US election podcast special, Mark King and Carine Walker quiz Nicolas Janvier, Head of US Equities at Columbia Threadneedle Investments, on: how markets have behaved after previous elections; whether the Covid-19 crisis will affect the vote; and what might a Biden or a Trump win mean for markets and sectors.
Coronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Q&A: Germany set to shine spotlight on supply chains
The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Japan: all eyes on the next Prime Minister
Post-Abe economic policies are likely to remain broadly unchanged, and recent structural reforms irreversible. But the near-term volatility presents buying opportunities for long-term investors
Pandemic poised to accelerate underlying trends
We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus
