Threadneedle’s latest investment strategy and market commentary

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Global equity markets were largely unchanged in April, although this masked a fairly wide dispersion in returns at the sector level. Earlier in the month, for example, technology stocks came

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Threadneedle Investments asset allocation update: April 2014

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In this latest outlook, Mark Burgess, Chief Investment Officer at Threadneedle Investments, assesses market activity so far this year and provides an asset allocation update. Threadneedle halves overweight in equities

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Stop differentiating between European “periphery” and “core”: the poster children of Eurozone reforms are now delivering the best returns

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According to Threadneedle’s European equities manager Dan Ison, the traditional differentiation between the European “core” and the weaker “periphery” economies does not hold up anymore. Economies such as Spain and

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Threadneedle economic and market update

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Mark Burgess, Chief Investment Officer at Threadneedle Investments, gives a market update following the recent bond sell-off and Japanese equity volatility: “The recent rise in bond yields, and the accompanying

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We’re baaaack! American economy shows ability to renew itself

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Cheap energy, an improving economy and attractive valuations make a compelling case for American stocks. So said Cormac Weldon, Head of US Equities for Threadneedle Investments while in a general

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Eurozone crisis – breathing space

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Leading international investment manager Threadneedle Investments, has commented on the Eurozone crisis. Mark Burgess, CIO of Threadneedle Investments, said: “As we felt they always would, having stared into the abyss,

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Threadneedle US equities update

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US market sentiment has been dominated by macroeconomic and political factors recently.  Investor concerns about European sovereign debt and political inertia on both sides of the Atlantic have damaged risk

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Time to go global, advisers told

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Leading international asset manager, Threadneedle Investments, has called on Australian advisers to think outside the local equities box and ask their clients to consider the merits of a ‘borderless, active

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Threadneedle Investments boosts US equity team with two new appointments

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Threadneedle Investments (Threadneedle), a leading international asset manager, has announced the appointments of Diane Sobin, Fund Manager, and Nafis Chowdhury, Analyst, to the firm’s US Equities team. Both Diane and

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Threadneedle thinks: viewpoint on China

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Evidence of a global deceleration at a time of moderating growth in China has prompted fears of a hard landing for the country by some investors. But as we reveal

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