Industry Voice

Industry Voice: Japanese equities retain the characteristics that can continue to work well in 2019.

Partner Insight: A changing regulatory landscape and market volatility are on the agenda

Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.

Politics, policy and perseverance

Industry Voice: Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments, says UK firms which are busy making contingency plans and not waiting for clarity from politicians could prosper, and that going into 2019 there are many undervalued...

Industry Voice: As responsible and sustainable investors, we are often asked for our opinion on the FAANG stocks which dominate the US tech market and whether we would deem these suitable investments.

INDUSTRY VOICE: Consideration of ESG issues does not end when the investment decision is made. Through active engagement and voting, investors and companies work to improve the management of risk and create conditions for long-term outperformance.

Industry Voice: As we approach the New Year, a range of disruptive forces present distinct challenges for investors - playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and...

Industry Voice: William Davies, Global Head of Equities at Columbia Threadneedle Investments, deconstructs the fear factors for 2019, from trade and interest rates to China, emerging markets and geopolitics.