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

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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

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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

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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

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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

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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

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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.

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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

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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%

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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

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