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In Credit Weekly Snapshot – 10 May 2021
In Credit Weekly Snapshot – 10 May 2021
11 May 2021
Covid-19 index: when might life return to ‘normal’? - May 2021
Covid-19 index: when might life return to ‘normal’? - May 2021
6 May 2021
Lessons from the backyard on fiscal policy
Lessons from the backyard on fiscal policy
6 May 2021
Fixed income: year-to-date performance summary
Fixed income: year-to-date performance summary
6 May 2021
Dori Aleksandrowicz
Dori Aleksandrowicz
5 May 2021
Rosalie Pinkney
Rosalie Pinkney
5 May 2021
Sim when you’re winning
Sim when you’re winning
29 April 2021
Alex Beavis
Alex Beavis
29 April 2021
In Credit Weekly Snapshot – 26 April 2021
In Credit Weekly Snapshot – 26 April 2021
27 April 2021
Threadneedle Managed Equity & Bond Fund - T9MAEB-GB00BMGRVX88
Threadneedle Managed Equity & Bond Fund - T9MAEB-GB00BMGRVX88
26 April 2021
Asset Allocation Update - March 2021
Asset Allocation Update - March 2021
5 March 2021
At the end of last year, I reflected that you “gotta have faith in low discount rates” for risk assets, such as equities, to continue to perform well in 2021.
Looking forward to a recovery with ‘green collar’ jobs
Looking forward to a recovery with ‘green collar’ jobs
15 January 2021
A competitive tension is building between countries not wanting to get left behind in the drive to reach zero carbon emissions targets. In light of this 2021 promises to be a seminal year.
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum
6 January 2021
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
A bizarre year of win-lose outcomes in Asia Pacific ex Japan
A bizarre year of win-lose outcomes in Asia Pacific ex Japan
21 December 2020
Much of the region recovered quite quickly following the pandemic, while domestic China developments and the prospect of a new US administration mean 2021 could potentially deliver more win-win outcomes.
US equities: two major themes in a stabilising economy
US equities: two major themes in a stabilising economy
15 December 2020
As we enter the recovery phase, the US equity team is working closely with our Fundamental Research team to analyse two major themes that will drive our sector positioning and stock picks over the coming months.
Article V (Video)
Article V (Video)
17 September 2020
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Article VI (Table)
Article VI (Table)
16 September 2020
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Article IV (Podcast)
Article IV (Podcast)
15 September 2020
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Article I (No Image)
Article I (No Image)
14 September 2020
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Article II
Article II
23 July 2020
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.