articles & commentary from Columbia Threadneedle Investments

Columbia Threadneedle Investments

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: European gazette autumn 2019

Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Why measuring the output gap supports our asset allocation

Changes in our high frequency measure of the US output gap track accurately changes in the Fed Funds rate. This relationship highlights that the market currently prices a continuation of downward inflationary pressures, over and above what the Fed expects. This supports our asset allocation of remaining underweight government bonds and overweight lower-duration, higher-yielding assets such as credit. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Slowly, slowly does it

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

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Asset allocation update

As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year. more...