Columbia Threadneedle Investments

Articles

May 18

Opinion Covid-19 index: when might life return to ‘normal’?

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” (...)

February 25

Opinion Glimpses of light at the tunnel’s end

After a rollercoaster 2020 for European high yield markets, 2021 looks set to be more stable. Fears of high levels of corporate defaults have proved unjustified, allowing high yield to rebound in 2020 and setting the scene for the coming (...)

January 27

Opinion UK Equities: Resurrection of the deplorable asset class!

If the UK equity market was out of favour at the beginning of 2020, it’s even more so now. Until the arrival of three vaccines prompted a wave of market exuberance towards the end of the year, UK equities had fallen approximately 20%. The only two worse-performing equity (...)

January 20

Opinion Inauguration Day 2021 – What is the outlook for US Equities and markets?

Understanding how individual companies are likely to perform in an environment dominated by the major themes that we have identified is likely to yield significant opportunities over the coming quarters and years.

January 14

Opinion No alternative to equities

While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities

© Next Finance 2006 - 2021 - All rights reserved