Insights

8 April 2020

Fast-moving valuation case prompts Japan downgrade

Natasha Ebtehadj

Portfolio Manager, Multi-Asset

The old adage “money makes the world go round” has never rung so true. In the investment world, money translates into corporate earnings and cash flows, which analysts have used for years to value companies.

April 2020

What goes up must come down.

FIXED INCOME DESK

In Credit - Weekly Snapshot

Our fixed income team provide their weekly snapshot of market events.

6 April 2020

10 factors that could change economies and markets forever

Pauline Grange

Portfolio Manager, Global Equities

The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 resulting trends to emerge from the Covid-19 crisis that I believe will change economies and markets forever.

2 April 2020

Global Equities: how the team is sticking to process during the Covid-19 crisis

Scott Woods

Portfolio Manager

Portfolio Manager Scott Woods talks about how the team are operating from home, ongoing conversations with companies, and how he's adapting portfolios to market moves.

1 April 2020

Recession and the long road to recovery

Anwiti Bahuguna

Head of Multi-Asset Strategy, North America

The first official measures of the economic impact of coronavirus are being released, and it is now all but inevitable that we will see a deep contraction in economic activity in the US as a result of the shutdown implemented to contain the virus.

31 March 2020

Q&A: Emerging markets and the coronavirus

Dara White

Global Head of Emerging Market Equities

Dara White, Global Head of Emerging Market Equities, answers questions about the current state of the asset class and how we position ourselves to get through the crisis.

March 2020

Global Technology: market volatility update

Paul Wick

Portfolio Manager

COVID-19 is clearly having a significant negative effect on the world economy and financial markets, including the technology sector. Away from the outbreak, the fundamental backdrop for the sector remains healthy, as many of the positive trends of recent years continue to drive the market.

26 March 2020

Asset Allocation Update

Toby Nangle

Global Head of Asset Allocation

Credit upgraded amid fluid and uncertain backdrop

The ultimate public health costs and economic impact of Covid-19 are at this time unknown. Public health responses have weighed the human cost of intensive care units being overwhelmed and the number of preventable deaths exploding against the jump higher in unemployment, collapse in investment and demand destruction attached to social distancing. Governments have, understandably, chosen life over wealth.

March 2020

European equities: Coronavirus market volatility - performance update

Francis Ellison

Client Portfolio Manager

Markets are very weak and volatile, as you would expect with such uncertainty around the Covid-19 outbreak.

Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.