Search results for: consumption

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October — It always seems to happen in October!

Markets are now asking what happens if growth slows again in the U.S. and/or weak and slowing growth in Europe, Russia and China drags down U.S. and U.K. growth?

| Tagged with: Economy, Equities, Fixed Income, Global Economy, Investing, Markets

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

Global asset allocation outlook (August 2014)

We have advocated an overweight to equities for several years. Even through the early year setbacks for the global economy and for global stocks, our views favored equities over other investment choices.

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

Barbarians at the gate – Positive signs for third arrow* progress in Japan

Improved corporate governance, especially as it relates to capital allocation, is a key component to third arrow efforts for Abenomics. To create urgency among corporate managements towards reform, we believe the Japanese government should move to gradually but consistently improve shareholder rights.

Tagged with: Global Perspectives

Global Asset Allocation Outlook (as of May 13, 2014)

The global asset allocation team reaffirmed their recommendation to modestly overweight equities versus bonds, despite the slight underperformance of equities relative to bonds so far this year. The S&P 500 is up about 3.5% while the Barclay’s aggregate index is up 4.0% and longer dated bonds are up over 13%.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Markets

Inflation — The usual suspects

Four factors figure empirically into how and why inflation moves: (1) commodity prices, (2) spare capacity, (3) changes in exchange rates, and (4) monetary policy. These same factors argue for a gradual recovery in U.S. inflation in the year ahead, which could be a headwind for high-quality fixed-income returns.

Tagged with: Economy, Fixed Income

Turmoil in Iraq — Implications for the oil market

The impact of Iraq’s turmoil on oil prices has been fairly muted, but any escalation of violence could pose a serious threat to the stability of global oil markets. With Iraq accounting for the majority of OPEC’s production growth, the market has started to rethink long term supply-demand dynamics and adjust commodity forecasts.

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

Finding opportunity in Chinese reforms

We continue to be excited about the opportunities to position in emerging markets ahead of positive change where market uncertainty still exists. Chinese corporate level governance reforms may be fertile ground for undiscovered investment opportunities.

Tagged with: Equities, Global Economy, Investing

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

Ukraine Crisis — Can the U.S. make Europe less dependent on Russian gas?

As Europe looks to diversify away from its dependence on Russian gas, the U.S. is on track to start exporting liquefied natural gas by as early as next year. Russia remains the largest exporter of natural gas in the world and accounts for approximately 30% of Europe’s gas demand, half of which is transported through Ukraine.

Tagged with: Economy, Global Economy
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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 March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.