Insights

April 2017

Renewed Interest - Integrated analysis identifies opportunities in European wind

Rose Beale

ESG Analyst

The European wind power market has seen significant development in the past two years as a result of policy change, technological advances, transparency on ESG issues and more favourable market dynamics. 

April 2017

Shenzhen-Hong Kong Stock Connect opens for traffic

Soo Nam NG

Head of Asian Equities, Asia

Offering a bridge for international investors accessing China's 'new economy', policymakers are confident that the merits of Stock Connect will be appreciated over time. 

April 2017

Investment Themes

Mark Burgess

CIO EMEA and Global Head of Equities

In this month's Investment Themes video, Mark Burgess, Chief Investment Officer, EMEA, and Global Head of Equities, discusses:

  • The pullback in equity markets.
  • The growth outlook for bonds.
  • European politics, including the looming French Presidential election.
  • The corporate earnings season.
  • Recent asset allocation moves.

April 2017

US Equities Update

Richard Adams

Client Portfolio Manager

In this quarterly update on US equities, Richard Adams looks at what might be next in terms of policy steps, how much is priced in and where we're currently finding opportunities.

March 2017

European Equities Update

Francis Ellison

Client Portfolio Manager

In this quarterly European Equities update, Francis Ellison, Client Portfolio Manager, discusses the ongoing dominance of political events over short-term investor sentiment. 

March 2017

Asset Allocation Monthly

Toby Nangle

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

Why US stock market pull back is justified

Columbia Threadneedle reduces weighting to US equities from neutral to underweight in multi-asset portfolios

March 2017

Outnumbered but not outpaced

Alison Jefferis

Head of Corporate Affairs

While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. 

March 2017

Five-year capital market assumptions

Jeff Knight

Global Head of Investment Solutions

We conduct an extensive update of our five-year return forecasts twice a year as taking a longer-term perspective helps set strategic asset allocations and design portfolios for diverse investment goals, as well as providing a helpful context for responding to short-term market noise. 

March 2017

Tackling the ‘unknown unknowns’: how active managers manage unforeseen risks

Chris Wagstaff

Head of Pensions and Investment Education

The best active managers never resort to blaming events seemingly outside of their control for poor performance.

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.