Search results for: european debt crisis

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Reflections on Greece and China

Greece won’t repay its debt without substantial forgiveness. Creditors will realize that repayment of some portion of the debt is better than nothing.

Tagged with: Global Economy

Europe’s virtuous cycle

The European equity market offers attractive valuations and these have cheapened meaningfully following August’s volatility. We believe European domestic stocks can continue to deliver positive earnings revisions even in a world where China is slowing.

Tagged with: Equities, Global Economy, Global Investing

European equities – Yesterday’s bears become today’s bulls

We expect to see European earnings and economic growth expectations firming during the year. Even with the strong move in markets so far this year, European equity valuations are not unattractive in our view.

Tagged with: Global Economy, Global Investing, Global Perspectives

Emerging market debt: An end to the agony?

Capitulation by many EMD investors has created opportunities in many of the more resilient countries. We favor countries moving down the reform path and where there is significant impetus to reign in excessive government spending.

Tagged with: Commodities, Economic Policy, Emerging Markets, Equities, Fixed Income, Global Economy, Global Investing

European domestic earnings: From survival to revival

European equity markets started the year in robust form, aided by a weak currency, low energy prices and quantitative easing (QE). Improvement in many eurozone economies supported strong earnings growth for many of the domestically focused stocks in Q2.

Tagged with: Equities, Global Economy, Investing, Markets

The Greek crisis takes a new turn

By Toby Nangle, Global Co-Head of Multi Asset & Head of Asset Allocation, EMEA, and Martin Harvey, Portfolio Manager, Fixed Income, EMEA

Talks between Greece and its creditors collapsed over the weekend. The Greek government has called a referendum on July 5 to accept or reject its creditors’ terms — a move almost universally considered to be a poll on the continued membership of the euro area.

Tagged with: Global Economy, Markets

Puerto Rico — Has the default train left the station?

Defaults on all types of Puerto Rico governmental debt appear almost certain. Current investors should brace themselves for an extended period of receiving no interest income and additional price volatility.

Tagged with: Fixed Income, Investing, Municipal Bonds, U.S. Economy

The three questions investors should ask in the middle of a geopolitical shock

Originally published on FE TRUSTNET on October 06, 2015 and authored by Gary Jackson, Editor. Columbia Threadneedle’s global CIO reveals the three questions he asks when deciding how to react to a geopolitical crisis and which risk is concerning him the most right now.

Tagged with: Global Economy, Global Investing

Political and fiscal reality finally trump willingness in Puerto Rico

The Puerto Rican government’s willingness to pay debt service on time and in full was finally overcome by economic and fiscal realities. The shift from impairing only some public corporation [i.e., Puerto Rico Electric Power Authority (PREPA)] debt to all Commonwealth debt was probably inevitable given the unwillingness to make draconian spending cuts, a lack of economic growth and dwindling liquidity across the entire Puerto Rican government complex, including the Government Development Bank (GDB).

Tagged with: Columbia Funds, Economy, Fixed Income, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

ECB QE – A boost for markets but not a cure of all ills

We are positive on the financial market impact of European QE if it brings down risk premia such as peripheral bond spreads. The tendency amongst investors will be to own more risk assets such as equities, particularly as the ECB’s move will help to keep interest rates low globally.

Tagged with: Global Economy, Global Perspectives, Investing
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About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $471 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of September 30, 2015. Source: Ameriprise Q3 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.