Columbia Threadneedle Investments

Articles

October 7

Strategy Caution or Precaution? Fixed income outlook for the second half of 2019

Bond market performance in 2019 has been dominated by a theme of central banks pivoting towards easier policy. In particular, the US Federal Reserve has signalled potential interest rate cuts, marking a meaningful shift compared with the hiking cycle of the past three years (...)

September 26

Opinion Is the Eurozone headed for two decades of japanstyle slow growth?

Despite it being more than 10 years since the global financial crisis (GFC), the world remains heavily indebted and there is no realistic prospect of that debt reducing in the short or medium term. Barring glaring historical exceptions, sovereign debt levels in many (...)

September 16

Opinion Treading a more tenuous path

The duration rally over the month of August was eye-watering. The whole German sovereign bond curve, out to 30 years, now trades with a negative yield, with half the European investment grade bond universe also yielding below (...)

July 25

Opinion Europe’s overlooked technology sector is thriving

While Europe’s fragmentation has hindered development of a mass-market giant to rival those from the US and China, its distinctive technology businesses are competing successfully in global markets.

July 16

Opinion European equities have room to rally

The strong rally in markets during the first three months of 2019 reversed the trend seen at the end of last year. The US Federal Open Market Committee’s March meeting confirmed that the Fed has moved from mobilising against an inflation overshoot to trying to correct the (...)

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