Insights

July 2017

Are ‘linkers’ the best way to guard against inflation?

Toby Nangle

Global Co-Head of Asset Allocation & Head of Multi-Asset, EMEA

Toby Nangle argues that while inflation-linked bonds may be the least bad long-dated bonds in a world of rising inflation, he is looking for other ways to build inflation protection.

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July 2017

Why the active vs. passive debate is largely moot for European insurers

Eugene Dimitriou

Head of Insurance Solutions

Eugene Dimitriou argues that active investing gives insurers more scope to balance the demands they face from individual European regulators, who want to reduce risk for customers, and their own requirement to produce appropriate returns from their investments.

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July 2017

Putting clients first as Brexit begins

Dominik Kremer

Co-Head of EMEA Distribution

The Brexit negotiations will determine the shape of the UK's future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate. In uncertain times, our primary responsibility is to ensure continuity and stability for our clients.

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June 2017

The underestimated perils of deglobalisation

Toby Nangle

Global Co-Head of Asset Allocation and Head of Multi-Asset, EMEA

Toby Nangle argues that globalisation's achievements, and the degree to which we rely on them, are underestimated. If globalisation is stopped, as populist politicians in both the US and Europe have threatened, this would fundamentally change the rules of the game for companies, workers and investors alike. In such a scenario, likely to produce few winners, stock picking would become harder as the dynamics we have understood to date would change. 

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June 2017

The long unwinding road of quantitative easing

Mark Burgess

CIO EMEA and Global Head of Equities

Mark Burgess argues that an unwinding of QE could cause increased volatility in the markets and a fight for remaining liquidity, as the supply of government bonds starts to disappear. QE has served its purpose of being a life raft for many of the largest economies and now central banks must start to go back towards the norm of pre-crisis levels, so that they have ammunition to tackle the inevitable next crisis.

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June 2017

Asset Allocation Monthly

Maya Bhandari

Portfolio Manager, Multi-Asset

UK earnings forecasts unchanged despite headwinds. Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election. 

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June 2017

Go for consistency of returns, not spectacular returns

Colin Moore

Global Chief Investment Officer

Colin Moore discusses where he sees investment opportunities and risks in today's markets, and why he believes investors value a consistent approach to investing now more than ever. 

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June 2017

What will end the search for yield?

Jim Cielinski

Global Head of Fixed Income

Jim Cielinski points out that the insatiable appetite for yield has prompted investors to take on ever more exposure to the higher yielding areas of the bond market.

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June 2017

Government lifeline for Venetian banking gondola

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

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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.