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Everything from Threadneedle Investments

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

From Threadneedle Investments

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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17 Jun 2016

Investment strategy: Europe, China and the US

From Threadneedle Investments

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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09 Jun 2016

Threadneedle Investments boosts US equities team by four

From Threadneedle Investments

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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20 Jun 2014

Threadneedle’s latest investment strategy and market commentary

From Threadneedle Investments

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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17 Jun 2014

Asian markets focus on geopolitical concerns

From Threadneedle Investments

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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21 Mar 2014

Investing for equity income stands the test of time

From Threadneedle Investments

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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19 Mar 2014

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

From Threadneedle Investments

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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14 Mar 2014

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

From Threadneedle Investments

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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10 Mar 2014

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

From Threadneedle Investments

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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21 Feb 2014

Three Questions for 2014

From Threadneedle Investments

“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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21 Jan 2014

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]