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.
Meanwhile… back in the range
Our fixed income team provide their weekly snapshot of market events.
How best to approach climate change risk management?
Chris Wagstaff considers how asset owners might best approach climate change risk management by adopting a number of non-mutually exclusive mitigating actions to address transition and physical risks.
Downgrades, defaults and dispersion: Covid and credit
It is becoming more difficult to find an ‘average’ bond. As economic uncertainty increases, the dispersion widens, creating opportunity for an active manager
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.”
Why Covid-19 will put the bond market rally back on track
“We are living in extraordinary times. Not since the Spanish Flu pandemic of 1918
have so many lives around the world been at risk from an infectious disease.
The response from governments and central banks has been equally extraordinary.”
Investment team updates – bullet points 14 August
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
