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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Threadneedle Global Equity Viewpoint

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The global economy is finally stabilising as the recovery in the US spreads to the rest of the developed world. As summer fades and an autumnal chill enters the air

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Threadneedle June economic and market update from CIO Mark Burgess

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Investors are currently more focused than ever on the US economy.  This follows comments from the Federal Reserve indicating that signs of the recovery gathering momentum would lead them to

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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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Threadneedle economic and market update

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Mark Burgess, Chief Investment Officer at Threadneedle Investments comments on recent market developments: Without doubt, the most significant economic development of 2013 has been the transformation of economic policy in

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Dividend investing proves a competitive strategy

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In the past, dividend investing has been associated with maximising income at the expense of capital performance and total return. However, the last 15 years have shown that investing in

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Threadneedle: global market commentary

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In the five years since the onset of the global financial crisis, markets, economies, and the authorities have taken many opportunities to surprise and confuse investors. The recent policy initiatives

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Threadneedle: Global equities pay their way in the new world order

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Investors’ appetite for income shows no sign of abating in 2013, but with interest rates and bond yields at historically low levels, their eyes are increasingly turning to global equities

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Scramble for yield favours high income global equities

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If investor sentiment in 2012 was characterised by a flight to the safe haven of cash and bonds, 2013 is likely present new and different challenges, as interest rates remain

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Threadneedle asset allocation update

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Mark Burgess, Chief Investment Officer at Threadneedle Investments, comments on the markets and why Threadneedle retains an overweight position to risk assets. “Looking back on 2012, it would be fair

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