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.”
Covid-19 – estimating the impact of market disorder on asset prices
Asset prices contain enormous amounts of information. This information is typically characterised as being both forward-looking and related to the economy – money-weighted investor expectations about future company earnings, defaults, inflation, monetary and fiscal policy. And, in our opinion, this is almost right. Asset prices consist largely of forward-looking expectations, but they also contain information about the current state of the financial system itself.
Stock markets: Looking ahead
What bear markets and bull rebounds can teach us about how the stock market works, and how we may navigate current and future market contractions.
Investment team updates – bullet points 12 June
Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Asset Allocation Update – May 2020
Global economic activity has suffered a “sudden stop” as authorities have sought to contain the spread of the Covid-19 virus by shutting down economies.
Investment team updates – bullet points 16 April
Investment team updates – bullet points 16 April
Investment team updates – bullet points 16 April
Investment team updates – bullet points 16 April
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.
Recession and the long road to recovery
The first official measures of the economic impact of coronavirus are being released, and it is now all but inevitable that we will see a deep contraction in economic activity in the US as a result of the shutdown implemented to contain the virus
