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.”
Discovering which business models will prosper after the pandemic
Negative, unchanged and positive impacts
The impact of Covid-19 on UK savers and investors
“For many UK households, the experience of Covid-19 is highlighting a lack of financial resilience and a need to do things differently in the future. There is
evidence of a silver lining, with the pandemic leading many to re-think their focus on financial priorities”
UK equities: Operation Dynamo to the rescue?
Investors have been rocked by extreme market moves since the beginning of the pandemic and we are operating in a world of extremes. But what does the future hold for UK equities?
Fixed Income: Video update
Deputy Head of Fixed Income, Gene Tannuzzo, on how Columbia Threadneedle is analysing the impact of Covid-19 on Fixed Income markets, and finding opportunity in this environment
Covid-19, markets and monetary policy
In this lockdown episode from the Eye of the Needle team, we talk to Toby Nangle, Global Head of Asset Allocation, and Nadia Grant, Head of US Equities. They dive into the impacts on markets brought about by the global Covid-19 pandemic, what it’s like managing money in such an environment, and how they see the future for Multi-asset and US equities.
Confronting Covid-19, short-lived value rallies and unprecedented stimulus
In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.
Covid-19: A pandemic with no precedent in a modern economy
The good-news stories and optimism of three months ago have been consigned to the bin, as the virus, lockdowns and economic bailouts take centre stage.
Europe’s manufacturers are in good shape for a downturn
After reorganising themselves over the past 10 years, many European manufacturers have more flexible business models with higher returns.
European equities – the best option for resilient income
With bond markets offering little in the way of income, the continent’s highest quality equities offer an attractive and defensive yield
