Search results for: threadneedle

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Commodities – Time to start reloading

Base metals, U.S. natural gas, grains and now oil are all trading at price levels that are signalling producers to cut production. We see the over-production of oil as temporary and the market balancing in Q3 2015, and while this will leave significant inventories to work through, prices should recover into year end.

Tagged with: Global Economy, Global Perspectives, Investing

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

A less certain world favors high-quality stocks

Current sentiment indicators do not suggest that Europe is heading back towards recession, though GDP growth will remain subdued. If Q3 sees a rebound, full QE may be unlikely this year, but any further weakness will increase the pressure on the ECB to act.

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

Special report — Commodity markets outlook

In the following Q&A, David Donora, Head of Commodities for Threadneedle Investments, addresses some of the key concerns currently facing investors in commodity markets, and explains his view of the outlook for the market. What is your outlook for commodities for the remainder of 2014?

Tagged with: Global Economy, 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

2015 Annual Perspectives

Within 2015 Perspectives you will find our views on today’s markets and recommendations for navigating them. The articles represent the depth and breadth of our investment teams, as well as our commitment to delivering timely investment solutions.

Interest rates in 2015

Zach Pandl, Head of Sovereign Fixed Income Research, Columbia Threadneedle Investments, looks at the current interest rate environment and implications for fixed income investors.

Tagged with: Fixed Income, Global Perspectives, Interest Rates

Publications & Videos

Fresh perspectives from the Columbia Threadneedle investment team. To subscribe, click the button on the right.

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Global asset allocation update (March 2015)

Thank you for your continued interest in the research and insights from Columbia Threadneedle Investments.  Our Global Asset Allocation team continually monitors global economic and market conditions in order to develop our Investment Strategy Outlook.  If you would like to subscribe to this publication,  please click here. Source: Columbia Management Investment Advisers, LLC.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing

Is Europe heading for Japanese-style deflation?

Although there are many differences that should ensure that the eurozone does not follow Japan‘s fate, policymakers will need to act forcefully if the risk of deflation intensifies. While the euro area appears to be on track to avert deflation in the short term, many euro countries are “one crisis away from deflation.”
The European Central Bank (ECB) claims to be ahead of the game, but policy needs to be more pro-active.

Tagged with: Global Economy, 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 $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.