Global Equity Income: dividend update
The Covid-19 outbreak represents perhaps the largest disruption to the global economy outside of the world wars. It is challenging families, companies and governments around the globe. Investment markets are attempting to weigh up the support from central banks versus the economic impact of the containment measures, but the economy is effectively on hold and we will doubtless experience a sharp global recession.
Market Monitor – 24 April 2020
The coronavirus-powered global stock market rollercoaster has shown no sign of returning to normal over the Easter period. Indices all over the world continue to fluctuate in the face of terrible economic news and forecasts, as well as ongoing uncertainty.
Pastures new: Asset Liability Management in today’s reporting environment
The methods that insurers use to report profit to shareholders and solvency to regulators have been changing. This is the result of new accounting standards and solvency capital regulation in many markets.
Tips for keeping a cool head and a long-term view
If it seems as if volatility is coming at you from all sides, we understand how you feel. As the coronavirus outbreak expands, global markets are experiencing unnerving losses. On top of that there are the social and healthcare ramifications of the pandemic and turmoil in the oil sector. It’s a recipe for a lot of uncertainty.
Why growth will trump value in the long grind of recovery
The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
10 factors that could change economies and markets forever
The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 resulting trends to emerge from the Covid-19 crisis that I believe will change economies and markets forever.
Global Emerging Market Equities: an unexpected Q1
Looking back over an extraordinary first three months, and trying to gauge what the future might bring, we remain on the lookout for quality top-tier companies
Coronavirus: 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.
European equities: Video update
Our European equity team talk about the latest market impacts of the coronavirus, what sectors have been affected, and how we are positioning ourselves.
Global Equities: how the team is sticking to process during the Covid-19 crisis
Portfolio Manager Scott Woods talks about how the team are operating from home, ongoing conversations with companies, and how he’s adapting portfolios to market moves.
