Search results for: markets 2

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What has really changed in markets?

With markets in turmoil, it is worth asking what has really changed — and as such whether market falls reflect opportunities or signal threats to patient long-term investors. In our view, there are three medium-sized challenges facing markets for some time that intersect and were brought into sharp focus by the Chinese currency devaluation.

Tagged with: Commodities, Economy, Equities, Global Economy, Global Investing, Industry/Sector Commentary, Investing, Markets

In search of bond market liquidity

Liquidity in bond markets does not portend a crisis but does raise the risk of one as policymakers flirt with tighter monetary policy. The only sensible approach is to recognize the lack of liquidity, manage it and ensure there is proper compensation for illiquidity.

Tagged with: Fixed Income

Geopolitical risk – The fear and reality for financial markets

Most geopolitical events do not lead to significant or persistent global market reactions. Conflicts confined to areas remote from significant world economic activity and which do not threaten oil supplies tend not to impact markets.

Tagged with: Equities, Fixed Income, Global Economy

Global market outlook

In equity markets, we are generally positive on the major regions except emerging markets, which we continue to underweight. There are some selective opportunities in EM countries benefitting from lower oil prices and where the respective governments have committed to business-friendly reforms.
In bond markets, we see an increasing disconnect between the U.S. and UK, where yields should move higher, and Europe, where the ECB began intervening in secondary markets on 9 March.

Tagged with: Economy, Equities, Global Economy, Global Perspectives

Geopolitical risk – The fear and reality for financial markets

Most geopolitical events do not lead to significant or persistent global market reactions. Conflicts confined to areas remote from significant world economic activity and which do not threaten oil supplies tend not to impact markets.

Tagged with: Economy, Equities, Global Economy, Global Perspectives, Investing, Markets

Making sense of negative interest rates

Buying bonds at negative rates is a guarantee of losing money in nominal terms.
Central banks must keep real rates low to help their economies reach a self-sustaining growth path. Investors should focus on asset classes that benefit from this growth rather than providing the free money to support it.

Tagged with: Equities, Fixed Income, Global Perspectives, Investing

Asia’s emerging markets — Room to run

As emerging markets investors, we like Asia because of its strong reform momentum and the depth of its stock market. Rising interest rates will be good for exports and Asia’s earnings story.

Tagged with: Equities, Global Economy, Investing, Markets

What China’s stock market turmoil means for investors

The spotlight China’s stock market turmoil has cast on Chinese central authorities may inspire newfound commitment to reforms.
Powerful technical factors have created significant dispersion of gaps between underlying fundamentals and valuations across markets. For patient investors with the resources and skill to research and investigate these situations, there may be exciting stock-picking opportunities through this “sorting-out” period.

Tagged with: Economic/Markets Outlook, Global Economy, Global Investing, Investing, Markets

Q&A with Jeff Knight, Global Head of Investment Solutions and Asset Allocation

Q: To what extent does monetary policy factor into your investment strategy outlook? A: Every time we get a data point that accelerates the market’s opinion of when the Federal Reserve will tighten, we get a predictable set of consequences that are quite unfriendly to portfolios.

Tagged with: Asset Allocation, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Perspectives, Investing, Markets

2015 – The year of living carefully?

We expect high yield and emerging markets debt to deliver better returns in either a slow growth or inflationary recovery scenario. Investors should brace for higher levels of price volatility as monetary policy continues to move in different directions around the globe.

Tagged with: Fixed Income, 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 $503 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of June 30, 2015. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.