Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Market Monitor – 5 March 2021
Global stock markets have largely bounced back from the losses sustained late last week (ending 26 February), but investors remain concerned about the possibility of higher levels of inflation and rising interest rates in the months ahead.
Global Sustainable Outcomes, and how Covid-19 could change the world for ever
We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world’s biggest environmental and social challenges.
Market Monitor – 2021 outlook
The beginning of any new year is a good time to review your financial situation – but it is especially important in 2021 given the tumultuous 12 months that have just come to an end.
Georgina Hellyer
Bronwyn Curran
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.
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.
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.
Market Monitor – 12 June 2020
Global stock markets suffered their worst week since early March as the recent bull run came to a halt. On Thursday 11 June alone, several major indices endured their worst trading day for several weeks as recent optimism about the long-term impact of the Covid-19 pandemic evaporated.