Search results for: china

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Market volatility: Goldilocks in peril?

We have been in a “Goldilocks” economy, where growth was persistent, but still modest enough to be supported by central bank easing at any sign of weakness. That backdrop is changing, with stresses emanating from the emerging markets and limits to incremental central bank actions.

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

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

Is the yuan becoming a reserve currency?

Given the importance of China in global trading, it is reasonable for the International Monetary Fund (IMF) executive board to consider the yuan for inclusion in the basket of currencies used to value Special Drawing Rights. China is taking steps to improve the liquidity and transferability of its currency, but it is not clear to me that they currently meet the criteria for inclusion in the SDR basket.

Tagged with: Global Economy, Monetary Policy

Innovation and investment in “short-termist” America

The aggregate decision-making around capital allocation would appear to continue to support a strong global competitive position for U.S. companies. Leading American companies are making long-term investments and investors are giving the most compelling of them a lot of credit for those long-term choices.

Tagged with: Economic Policy, Economy, Equities, Investing, U.S. Economy

Calm, cool and correcting

The theory

A single recent event — China’s currency devaluation, eurozone debt woes or looming interest rate hikes — is to blame for the steep decline in the markets. Now who knows where the bottom is?

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

Summer clearance sale for high-quality growth companies

The market is recalibrating growth expectations and the associated risk of not delivering expectations. We view this month’s selloff as an opportunity to reallocate capital to our highest conviction names and reposition our benchwarmer list where valuations look more compelling.

Tagged with: Equities, Investing, Markets, Monetary Policy

Prioritizing productivity

Demographic trends in the world’s largest economies put an urgent focus on potential drivers of productivity. We believe that actively seeking investments that can positively impact economic productivity will be a pillar of successful investing.

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

Q&A with Jeff Knight

 Adapted from a 9/22/15 CNBC interview. Q: Given the recent volatility across global markets, what are your biggest priorities for investment strategy and where are you finding value?

Tagged with: Asset Allocation, Economic Policy, Economic/Markets Outlook, Economy, Equities, Global Economy, Global Investing, Investing, Markets, U.S. Economy

What if low interest rates are not a function of low economic growth?

Low interest rates have provided a significant tailwind for bonds and equities over the last 30 years. Globalization of labor markets, rather than slow growth, could be the main driver for today’s low interest rates.

Tagged with: Equities, Fixed Income, Global Economy, Global Investing, Interest Rates

The pursuit of pricing power

Recent oil and commodity price declines have raised concerns about global deflation and price stability. Areas with pricing power deserve a premium, and as with any merchandise, when it is increasingly scarce, that premium can become substantial.

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