Go global for quality income – the case for global equity income investing in a low-yield world

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The search for yield has never been more pressing for investors. Income is hard to find in the current market environment, with low interest rates, bond yields tending towards flat or negative and dividends under pressure. But by widening the search and seeking high-quality income stocks globally, it is possible to build portfolios that generate […]

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Investment strategy: Europe, China and the US

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Global markets are being troubled by a range of issues; some old, some new. To my mind, three issues are worth paying close attention to: Global growth Ongoing macroeconomic uncertainties in China Debt Growth and expectations have been reined in during April as the short-lived Chinese stimulus – which briefly led to improved economic data […]

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Threadneedle Investments boosts US equities team by four

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Threadneedle Investments (Threadneedle), a leading international asset manager with close to US$17bn AUM in US equities¹, has announced four appointments to its US Equities team. Benedikt Blomberg, Nicolas Janvier and Amit Kumar join Threadneedle as Analysts, reporting to Head of US Equities Diane Sobin. Benedikt, Nicolas and Amit are senior research analysts; each with more […]

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Threadneedle’s latest investment strategy and market commentary

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Global equities and global bonds made progress in May 2014, with the former outpacing the latter in local currency terms; for the month, the MSCI World index rose 2.34% in total return terms while the JP Morgan Global Government Bond index returned 0.87%. Commodities, which prior to May had performed very robustly, lost some ground […]

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Asian markets focus on geopolitical concerns

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The Ukraine-Russia crisis recently moved to the forefront of investors’ thoughts as Moscow mobilized its military power to influence developments in the autonomous Crimean peninsula. Russia’s incursions into the Ukraine have been condemned around the world, have caused a steep sell-off of the Russian rouble and equities and have hurt financial markets in other central […]

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Investing for equity income stands the test of time

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Income strategies continue to perform in all market conditions Equity income strategies may have performed well in the last few years, but as quantitative easing is wound back and growth accelerates, can yield stocks really continue to deliver? Absolutely, says Stephen Thornber, Fund Manager, Global Equity Income at Threadneedle Investments, who explained why investing for […]

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Does debt matter? The diverging tales of the eurozone and the emerging markets

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Bond markets are full of surprises. Core government bonds have been one of the strongest performing asset classes in 2014, propelled in part by worrying signs of emerging market stress. Emerging market (EM) debt has suffered relentlessly for nearly a year, scant reward for those emerging economies that spent most of the last decade bolstering […]

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Comment from Threadneedle Investments on the effect of the Ukraine crisis on global markets

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Commenting on the effect on global markets from the Ukraine crisis,Threadneedle Investments’ Chief Investment Officer Mark Burgess, said: “To date, the fallout from the Ukrainian crisis has been largely confined to the emerging market debt, emerging market equity and commodity markets. At current levels, emerging market local currency debt appears to offer value, although we expect both […]

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Threadneedle Investments raises GDP forecast for developed world and sees opportunities in emerging markets following market correction

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Threadneedle Investments has raised its 2014 GDP forecast for developed economies as a result of the strengthening global economic recovery. The company’s US forecast has increased from 2.5% to 2.7% and its UK forecast from 2.25% to 2.5%. The euro area has seen the biggest jump from 0.7% to 1.1%. Mark Burgess, CIO at Threadneedle […]

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Three Questions for 2014

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“As we enter the new year, markets are more or less where we left off in December. Investor appetite for risk is up, liquidity is free flowing and credit markets are open for business, certainly from a new issues perspective. As investors and commentators consider the year ahead it strikes me there are three issues […]

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