Industry news and views from Panacea and our partners.
Columbia Threadneedle Investments
Columbia Threadneedle: Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
Columbia Threadneedle: Responsible Investment Quarterly - Q3 2020
View the Q3 2020 edition of the Responsible Investment team's Quarterly Report
Columbia Threadneedle: Biden his time until victory?
Our fixed income team provide their weekly snapshot of market events.
Columbia Threadneedle: UK equities: in need of a vaccine!
The UK market might be the land that time forgot, but the best time to invest can be when it feels most uncomfortable. We would argue it is poised to recover strongly.
Columbia Threadneedle: Coronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Columbia Threadneedle: Q&A: Germany set to shine spotlight on supply chains
The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis.
Columbia Threadneedle: Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers.
Style rotations, where investors switch one type of investment style for another, are nothing new.
Columbia Threadneedle: Discovering which business models will prosper after the pandemic
When it comes to evaluating the winners and losers resulting from Covid-19, studying underlying business models is more revealing than reviewing traditional sectors.
Columbia Threadneedle: Investment style rotations - growth versus value
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.
Columbia Threadneedle: Downgrades, defaults and dispersion: covid and credit
It is becoming more difficult to find an 'average' bond. As economic uncertainty increases, the dispersion widens, creating opportunity for an active manager
Columbia Threadneedle: Why Covid-19 will put the bond market rally back on track
We are living in extraordinary times. Not since the Spanish Flu pandemic of 1918 have so many lives around the world been at risk from an infectious disease. The response from governments and central banks has been equally extraordinary.
Columbia Threadneedle: Tracking the pandemic: the challenges of interpreting fast-changing data
The Covid-19 pandemic is generating huge quantities of case count data as the disease advances around the world.
Columbia Threadneedle: Summer statement round-up
The UK government has unveiled its latest package of support measures aimed at boosting consumer demand and helping businesses recover quickly from the Covid-19 pandemic.
Columbia Threadneedle: Investment style rotations - growth versus value
How the 2020s could be similar to the last decade with low growth, inflation and interest rates; and how quality should outperform value in this environment
Columbia Threadneedle: Asset Allocation Update
We all know – or rather, have heard of – Warren Buffet. One of his more famous mantras is: to get rich you need to be fearful when others are greedy, and greedy when others are fearful.
Columbia Threadneedle: Are markets ahead of the economy and should they be?
The S&P 500 has rallied more than 35% off its March low. For some, considering the current economic data cataloguing the wreckage of the coronavirus-induced economic shutdown, the move appears to defy common sense. It has prompted many to ask whether financial markets are ahead of the economy, and whether they should be?
Columbia Threadneedle: Stock markets: Looking ahead
What bear markets and bull rebounds can teach us about how the stock market works, and how we may navigate current and future market contractions.
Columbia Threadneedle: Income investors: What to expect in the current environment
Columbia Threadneedle Investments: Income investors: What to expect in the current environment
Columbia Threadneedle: Episode 8 - Eye of the Needle podcast
In this lockdown episode from the Eye of the Needle team, we talk to Toby Nangle, Global Head of Asset Allocation, and Nadia Grant, Head of US Equities.
Columbia Threadneedle Investment: European equities: video update
Client Portfolio Manager Francis Ellison explains how the European equities team are working during the current crisis, the main impacts the team are seeing and their outlook for the region.
Columbia Threadneedle: Coronavirus sparks a social shift in the bond market
The coronavirus is a social issue that has brought unprecedented disruption to societies and is impacting the wellbeing of the world’s population.
Columbia Threadneedle Investments: UK real estate: a consistent approach to weather uncertain times
Real estate is not immune from the forces affecting the global economy; however, our market is well placed to weather the storm. We expect potentially significant variations in sector performance, in part accelerating trends already apparent prior to the COVID-19 pandemic.
Columbia Threadneedle: Market updates: uk equities, european equities, fixed income and multi-asset
The best time to invest can be when it feels most uncomfortable Sharp market moves like we have been seeing trigger forced sellers and liquidations - only serving to exacerbate near-term selling.
Columbia Threadneedle Investments: Tackling the ‘unknown unknown‘: how active managers manage unforeseen risks
Reports that say that something hasn’t happened are always interesting to me, because as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know.
Columbia Threadneedle Investments: European equities: Coronavirus market volatility - performance update
Markets are very weak and volatile, as you would expect with such uncertainty around the Covid-19 outbreak.
Columbia Threadneedle Investments: Covid-19: what exactly is going viral?
The coronavirus outbreak is extremely complex, with the fear of the virus so far seemingly greater than its actual impact. The economic consequences, however, are very real.
Columbia Threadneedle Investments: International Women’s Day special podcast
In this special edition from the team behind Eye of the Needle, we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.
Columbia Threadneedle Investments: Asian and emerging markets equity update - 2019 overview and 2020 outlook
Asian and emerging markets equity update - 2019 overview and 2020 outlook
Columbia Threadneedle Investments: Out with the old, in with the new
Our fixed income team provide their weekly snapshot of market events.