Video: 2021 investment outlook
Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021. Featuring: William Davies, Chief Investment Officer EMEA and Global Head of Equities; Neil Robson, Head of Global Equities; Maya Bhandari, Multi-Asset Portfolio Manager; and Alasdair Ross, Head of Investment Grade credit.
Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
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.
Asset Allocation Update – Sep 2020
Find out about our latest asset allocation.
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.”
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.
