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 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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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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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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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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2014 Outlook: Time for financial markets to stand on their own two feet again

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Looking forward to 2014, Threadneedle Investments believes the year will be characterised by the move towards financial markets standing on their own feet again, as the global policy support that

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