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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

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

Greece: Referendum reaction

Greek Prime Minister Alexis Tsipras won a resounding mandate to reject the package of austerity measures on the table in Greece’s referendum yesterday. This is but the latest twist in a road that increasingly seems to be leading towards Greece’s departure from the eurozone.

Tagged with: Global Economy, Monetary Policy

The Greek tragedy unfolds

Although a Greek default and exit would be uncharted territory, the ownership structure of Greek debt has shifted considerably, and this should limit contagion within the wider eurozone. We suspect that the realization that the eurozone is no longer irrevocable would not be merely shrugged off by markets, particularly in the periphery.

Tagged with: Global Economy

Europe – The darkest hour is just before the dawn

The European Central Bank is embarking on quantitative easing at a time when tailwinds are already beginning to build behind the euro area economy. A more constructive economic outlook could have important implications for European markets.

Tagged with: Equities, Global Economy, Global Perspectives, 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

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.