Pharmaceutical companies in a golden age for drug discovery
As new technologies such as genomics spur development of innovative drugs, European pharmaceuticals companies stand out as high-quality, defensive growth stocks.
Investment grade credit: how cheap are credit spreads?
From the middle of February to late March was one of the worst periods of performance for risk markets in general and for investment grade (IG) credit in particular. This was in response to the Covid-19 crisis and was marked by both the speed and extent of the spread widening.
10 factors that could change economies and markets forever
The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 resulting trends to emerge from the Covid-19 crisis that I believe will change economies and markets forever.
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.
Fast-moving valuation case prompts Japan downgrade
The old adage “money makes the world go round” has never rung so true. In the investment world, money translates into corporate earnings and cash flows, which analysts have used for years to value companies.
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
Q&A: Emerging markets and the coronavirus
Dara White, Global Head of Emerging Market Equities, answers questions about the current state of the asset class and how we position ourselves to get through the crisis.
Coronavirus/market volatility: TLux GMAI update
Markets have been trying to digest the impact of Covid-19 on economic activity and government policy. This is hard. The financial impact will be a function not only of the spread and lethality of the virus, but on the response of people and governments to the threat the virus poses to public health.
High Yield: Coronavirus market volatility – performance update
Our High Yield team look at how their markets have reacted to the developing Covid-19 situation, and what the impact on portfolios might be.
Recession risks: Coronavirus + oil shock + what else?
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
