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Posts From Columbia Threadneedle Investments

Economische Trends en Uitdagingen: De Investment Outlook 2024 Onder de Loep

Economische Trends en Uitdagingen: De Investment Outlook 2024 Onder de Loep

🕔08:32, 18.Sep 2023

De Investment Outlook 2024, geeft inzicht in de belangrijkste economische en financiële trends voor het komende jaar. Centraal staan thema's zoals geopolitieke fragmentatie, het aanhoudende conflict tussen de VS en China, klimaatverandering en de opkomst van Kunstmatige Intelligentie (AI). Terwijl de

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Evolving Financial Landscape: Insights on Equities, Bonds, and Alternatives

Evolving Financial Landscape: Insights on Equities, Bonds, and Alternatives

🕔12:17, 31.Aug 2023

"TACTICAL ASSET ALLOCATION OUTLOOK" by Columbia Threadneedle serves as a concise overview of the present financial landscape. It highlights that while momentum and volatility are presently conducive, there's a noted decline in earnings estimates. Interestingly, the allure of emerging market

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Tactical Asset Allocation

Tactical Asset Allocation

🕔10:00, 3.Aug 2023

In the "TACTICAL ASSET ALLOCATION OUTLOOK" by Columbia Threadneedle, there's a pointed emphasis on the nuanced landscape of the equity market. While the signs remain varied, the inclination is toward a neutral allocation stance. Notably, the emerging markets present a

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Global Growth Expectations and Equity Valuations: A Refreshed Outlook

Global Growth Expectations and Equity Valuations: A Refreshed Outlook

🕔14:13, 6.Jul 2023

Since the beginning of the year, Columbia Threadneedle has updated its forecasts for global growth and inflation. With recent shifts in market prices, they now estimate most equity market valuations to be near fair value, barring U.S. small-cap equities, which

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Emerging Markets and Fixed-Income Shine in Tactical Asset Allocation Outlook

Emerging Markets and Fixed-Income Shine in Tactical Asset Allocation Outlook

🕔08:20, 8.May 2023

The report emphasizes the appeal of emerging markets over developed ones, citing the high valuation of the U.S. market as a reason for closing the gap with other developed regions. The author also highlights the attractiveness of fixed-income assets, as

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The Balancing Act: Forecasting Asset Returns Amid Economic Uncertainty

The Balancing Act: Forecasting Asset Returns Amid Economic Uncertainty

🕔14:27, 24.Apr 2023

LONG-TERM STRATEGIC OUTLOOK A five-year returns forecast for major asset classes — updated twice a year to help you set strategic portfolio allocations The strategic outlook for major asset classes over the next five years is marked by uncertainty, with

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Many of our equity signals note an improving environment

Many of our equity signals note an improving environment

🕔21:31, 25.Feb 2023

Tactical Asset Allocation Outlook ■ Many of our equity signals note an improving environment, but we continue to closely monitor the extent to which an economic slowdown is priced into earnings. ■ We maintain our overweight view on fixed income. While

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Hoe om te gaan met geopolitieke turbulentie in het beleggingsbeleid?

Hoe om te gaan met geopolitieke turbulentie in het beleggingsbeleid?

🕔08:28, 17.Jan 2023

De oorlog in Oekraïne, het toenemende conflict tussen de VS en China, klimaatverandering en COVID-19 zorgen voor geopolitieke turbulentie, fragmentatie, en grote economische onzekerheid. In deze Marktvisie bekijken wij vanuit meerdere invalshoeken op welke manier beleggers kunnen omgaan met deze

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2023 is positief gestart

2023 is positief gestart

🕔12:19, 16.Jan 2023

Economische ontwikkelingen: ◼ Groeiverwachtingen krabbelen op, met name in Europa ◼ Inflatie daalt verder ◼ Forse daling kortlopende …

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High-yield update: Default projections up slightly

High-yield update: Default projections up slightly

🕔14:09, 2.Nov 2022

KEY POINTS: Forecasted high-yield default rates are up slightly since our April 2022 assessment. A deteriorating macroeconomic outlook and geopolitical risks are driving the forecast. Default rates remain well below long-term default rates.

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Impact investing in listed equities

Impact investing in listed equities

🕔16:46, 19.Sep 2022

Impact investing originated in philanthropy and started from a need to close a funding gap in private markets. This to a certain extent explains why the traditional purist definition of impact investing remains constrained to certain asset classes. The landscape

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Recessie, fragmentatie en onzekerheid

Recessie, fragmentatie en onzekerheid

🕔08:43, 6.Sep 2022

Beleggingsnota 2023 De trefwoorden vorig jaar in de Beleggingsnota 2022 waren: COVID-19, productieverstoringen, en “peak growth”. De inflatie begon al te stijgen, maar was nog relatief beperkt (2,2% in de eurozone en 5,4% in de VS), en werd voornamelijk als

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The conflict in Ukraine carries significant implications for energy and food ESG themes

The conflict in Ukraine carries significant implications for energy and food ESG themes

🕔15:15, 1.Aug 2022

Key insights: The conflict in Ukraine underscores the tension of balancing energy transition goals and energy needs. The war is not compromising Europe’s commitment to decarbonization, but the short-term focus is on energy independence and security of supply. Because Russia

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Global Sustainable Outcomes – Q4 2021

Global Sustainable Outcomes – Q4 2021

🕔16:04, 5.Apr 2022

While the word inflation again dominated markets over Q4 2021, a new word rivalled it by December: Omicron. This Covid-19 mutation was identified by South African scientists and soon it was spreading fast. The world flew into a panic, banning

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Occam’s razor and portfolio rebalancing

Occam’s razor and portfolio rebalancing

🕔08:25, 4.Apr 2022

Historical perspective to understand future expectations of return In their 2015 paper, “Occam’s Razor Redux: Establishing Reasonable Expectations for Financial Market Returns,”1 authors John C. Bogle and Michael W. Nolan describe a simple model for developing capital market expectations, looking

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Investors confront volatility as Russia invades Ukraine

Investors confront volatility as Russia invades Ukraine

🕔12:00, 21.Mar 2022

When market volatility spikes, investors question what, if anything, they should do. Markets reacted strongly to news that Russia invaded neighboring Ukraine. The world has been watching tensions in the region escalate since the beginning of the year. Russia objects

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US equities: three themes to watch in a discriminating year

US equities: three themes to watch in a discriminating year

🕔15:57, 31.Jan 2022

2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.

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Monetary policy and the yield curve

Monetary policy and the yield curve

🕔08:45, 6.Jan 2022

Three hikes in 2022? At its December meeting, the US Federal Reserve left policy rates unchanged, near zero, while signaling a willingness to hike as many as three times in 2022 to combat inflation. It also announced an acceleration in

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Asset Allocation 2021/22: review and outlook

Asset Allocation 2021/22: review and outlook

🕔12:05, 5.Jan 2022

After the shock Covid-19 recession of 2020, global economic growth bounced back in 2021. Earnings soared more than was forecast, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped. Taking the Covid period in its

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A tough week for Turkey

A tough week for Turkey

🕔10:38, 5.Jan 2022

Macro / government bonds All three major central banks making decisions last week have demonstrated that they no longer regard the downside risks to economic activity over the coming months as outweighing the need to address inflation pressure.

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Fixed income: from recovery to expansion

Fixed income: from recovery to expansion

🕔10:40, 3.Jan 2022

In 2022 we expect the market narrative to transition to the traditional expansionary phase of the business cycle. Here’s what it means for fixed income investors.  Monetary headwinds Throughout 2021 the invisible hand of easy global monetary policy supported financial

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Gain clarity in 2022: A backdrop of changing monetary policy

Gain clarity in 2022: A backdrop of changing monetary policy

🕔10:56, 30.Dec 2021

Inflation and supply chain headwinds are expected to ease as the year progresses. And reopening trade will present select opportunities. As economies transition to recovery from the onset of the pandemic, there will be changes and challenges. Without accommodative monetary

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Infrastructure and the outlook for municipal bonds in 2022

Infrastructure and the outlook for municipal bonds in 2022

🕔15:30, 28.Dec 2021

The Infrastructure Investment and Jobs Act is one of several positive drivers for municipal bonds in the new year. After months of debate, Congress passed the $1.2 trillion Infrastructure Investment and Jobs Act (“IIJA”), which was signed by President Biden

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Green hydrogen is finally showing its true colours

Green hydrogen is finally showing its true colours

🕔08:33, 24.Dec 2021

Hydrogen is the most abundant molecule in the universe, found primarily locked in water and hydrocarbons. Its qualities have been known for a long time, and it has been used for more than 100 years as an industrial chemical. While

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What went up…must come down (hopefully)!

What went up…must come down (hopefully)!

🕔11:48, 22.Dec 2021

I wonder if anyone at the start of the year would have predicted that US inflation would have risen to 6.8% y/y in November? If we had expected this, you would have thought that bond yields would have traded at

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A bumpy ride higher for equities

A bumpy ride higher for equities

🕔10:00, 21.Dec 2021

We entered 2021 with the prospect of new vaccines taming Covid-19 and that effort proved transformative in developed markets. The coronavirus persists, however, and its impact will continue to be felt in 2022 as the pandemic plays out. New therapies

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UK Real Estate: how to follow a record 2021?

UK Real Estate: how to follow a record 2021?

🕔15:49, 20.Dec 2021

2021 was a standout year for UK real estate, which delivered annualised total returns of 14.7% to the end of October, as robust income returns were complemented by the return of capital growth. This represents the highest level of annualised

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European equities: Stock selection guided by razor-sharp research will be the holy grail

European equities: Stock selection guided by razor-sharp research will be the holy grail

🕔14:17, 17.Dec 2021

2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in

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Responsible Investment Quarterly – Q3 2021

Responsible Investment Quarterly – Q3 2021

🕔09:17, 17.Dec 2021

The third quarter is normally a quieter period following the main corporate Annual General Meeting season and, this year, being the final run-up to the COP26 conference in Glasgow. With COP26 a key milestone for the global climate response, climate

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Global Sustainable Outcomes – Q3 2021

Global Sustainable Outcomes – Q3 2021

🕔11:39, 16.Dec 2021

We’re now seeing the economic consequences of shutting down the world and then hitting the restart button. As most economies re-open, demand for goods and services has largely recovered to pre-Covid levels, however supply chains have remained under stress. What

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Inflation: No time to panic

Inflation: No time to panic

🕔14:36, 15.Dec 2021

Interest rates have been historically low for more than a decade, dampened by the flood of monetary stimulus introduced in the wake of the global financial crisis. In 2022 we expect this to change. As we move towards economic recovery

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Yields lower, curves flatter & stronger dollar.

Yields lower, curves flatter & stronger dollar.

🕔09:34, 14.Dec 2021

Core government bond yields were lower and yield curves flatter last week (see chart of the week). More hawkish rhetoric from the recently reappointed Chair of the US Federal Reserve has upset the short end of markets, forcing yields higher.

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How to dismantle a conglomerate.

How to dismantle a conglomerate.

🕔14:58, 10.Dec 2021

If you are looking for market volatility to spice up your week then core government bond markets would be a good place to start. After last weeks ‘communication breakdown’ between central banks and investors, and more dovish policy response, that

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It’s been a turbulent November.

It’s been a turbulent November.

🕔16:56, 7.Dec 2021

Market updates: The week saw an increase of cases of the newly identified Omicron variant of Covid-19 observed in South Africa and elsewhere. Though the week cases have been seen across Europe, Asia and in the US, causing fears of

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The bumpy road to net zero

The bumpy road to net zero

🕔15:26, 3.Dec 2021

Reaching a net-zero emissions energy system represents a radical transformation of the economy from one dominated by fossil fuels to one that is predominately based on clean energy. This will require radical decarbonisation across all sectors of the economy. As

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Swapshop.

Swapshop.

🕔10:22, 1.Dec 2021

Core government bond markets were a little calmer last week with yields a shade lower. This week should be relatively quiet as the US celebrates Thanksgiving on Thursday. We also expect the US President to announce if Jay Powell will

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Walking the delicate path to normalisation

Walking the delicate path to normalisation

🕔14:19, 26.Nov 2021

European Gazette: As central banks move gingerly towards normalising monetary policy, a delicate balancing act is under way. They need to tighten policy – but neither too soon, nor too quickly. Indeed, the flattening of the US yield curve in

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European markets have been strong

European markets have been strong

🕔13:54, 24.Nov 2021

Market updates: At the start of the week, President Biden signed into law the $1.2 trillion infrastructure package. He is also set to announce a new US Federal Reserve Chief, which is expected to be either incumbent Jerome Powell or

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Process is everything for Pan European Smaller Companies

Process is everything for Pan European Smaller Companies

🕔13:37, 19.Nov 2021

Two factors have interested us in Europe in 2021. First, there has been a value rally since November 2020, particularly in smaller companies. The onset of the pandemic in Europe in early 2020 initially saw value and cyclical stocks, typically

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Communication breakdown.

Communication breakdown.

🕔14:21, 16.Nov 2021

Bond markets, which have been under considerable pressure recently, saw a very sharp turnaround last week as the US Federal Reserve did no more than expected in the US, while the Bank of England kept rates unchanged, and the European

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The pace of the global economic recovery

The pace of the global economic recovery

🕔14:15, 15.Nov 2021

Market updates – 5 November 2021: Following September’s decline, US equities came back strongly in October following a better than expected Q3 results season. The month saw the S&P 500 up by 6.9% with a 3% gain in the last

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Be strategic when realizing tax losses

Be strategic when realizing tax losses

🕔10:42, 12.Nov 2021

The routine for many investors is to harvest losses in December. But end-ofyear harvesting could mean missed opportunities. There are many possible reasons why investors decide to harvest tax losses at the end of the year. Perhaps they take pride

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European power price surges

European power price surges

🕔12:57, 11.Nov 2021

Reaching a net-zero emissions energy system represents the biggest transformation the energy sector has ever seen. As we stand on the precipice of this transition it is becoming increasingly clear that we are in for a bumpy ride. With supply

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Asset allocation update: warning lights are flashing

Asset allocation update: warning lights are flashing

🕔13:43, 9.Nov 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories. The measure most favoured among long-time equity bears over the past decade or so has been the Shiller Cyclically-Adjusted Price Earnings

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The winner takes it all.

The winner takes it all.

🕔10:42, 9.Nov 2021

US equities printed a new high as we end October while bonds remain mired in volatility with yields near their highs for the last 12 months – see chart of the week. Meanwhile, risk markets in fixed income are locked

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The climate crisis becomes real

The climate crisis becomes real

🕔11:58, 29.Oct 2021

Global Sustainable Outcomes: There’s only one way to summarise Q2: a world divided. In North America and Europe economic recovery exceeded expectations as successful vaccination programmes supported market reopening. Here in the UK we emerged from a bleak winter of

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China is making good RI progress, despite its contradictions

China is making good RI progress, despite its contradictions

🕔09:26, 22.Oct 2021

China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt (GW) capacity of its nearest competitor over the past decade both in terms of wind and solar power (Figure 1), but at the

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Committing to zero carbon real estate

Committing to zero carbon real estate

🕔14:19, 14.Oct 2021

If the world is to avoid more destructive climate change over the coming decades, every industry must change how it operates and strive to reach net zero carbon by 2050, in line with the 2015 Paris Agreement. Given that buildings

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Return to Normal Index: Updated base case and downside scenarios

Return to Normal Index: Updated base case and downside scenarios

🕔07:09, 13.Oct 2021

Our base case scenario for a return to normal is now Q4 2021, with a downside scenario in Q1 2022.  At the beginning of the year, we created a Return to Normal Index to measure human activity data relative to

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A farewell to negative yields?

A farewell to negative yields?

🕔11:30, 8.Oct 2021

In Credit: US bond yields have stabilsed this quarter after the material sell-off in the first quarter. It has been a different story for yields in Europe, however, which have trended higher. This reflects a heavy supply schedule and speculation

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