Coronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Q&A: Germany set to shine spotlight on supply chains
The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Japan: all eyes on the next Prime Minister
Post-Abe economic policies are likely to remain broadly unchanged, and recent structural reforms irreversible. But the near-term volatility presents buying opportunities for long-term investors
Pandemic poised to accelerate underlying trends
We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus
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.
Discovering which business models will prosper after the pandemic
Negative, unchanged and positive impacts
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.”
