Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Research, research, research…
At Columbia Threadneedle Investments, our team of 180 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that add real value to investment decisions, enabling consistent and replicable outcomes for our clients.
Tracking the pandemic – the challenges of interpreting fast-changing data
“The Covid-19 pandemic is generating huge quantities of case count data as the
disease advances around the world. We have seen countries and regions that were hit earliest move through the initial peak and into a period of declining incidence, while those affected more recently are still recording rapid rises in infections and fatalities. But the data raises as many questions as it answers.”
Market Monitor – 24 July 2020
Global stock markets have enjoyed a relatively calm week: a balanced mixture of both positive and negative news has had the effect of limiting gains as well as losses on most indices.
Investment style rotations – growth versus value
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.
Investment team updates – Bullet points 10 July
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Summer Statement Roundup – 09 July 2020
The UK government has unveiled its latest package of support measures aimed at boosting consumer demand and helping businesses recover quickly from the Covid-19 pandemic.
Market Monitor – 03 July 2020
Markets around the world have recovered some of last week’s severe losses, but investors remain nervous about the direction the Covid-19 pandemic is likely to take in the coming weeks.
UK equities: Operation Dynamo to the rescue?
Investors have been rocked by extreme market moves since the beginning of the pandemic and we are operating in a world of extremes. But what does the future hold for UK equities?
