Asset Allocation 2021/22: review and outlook
Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Asset allocation update: warning lights are flashing Multi-asset | October 2021
After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Covid-19: One Year On
In this podcast from the Eye of the Needle team, Toby Nangle, Global Head of Asset Allocation at Columbia Threadneedle Investments, reflects on the extraordinary year we’ve had.
