Threadneedle’s latest investment strategy and market commentary

From

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

continue reading

Threadneedle Global Equity Viewpoint

From

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 in the northern hemisphere, the developing world appears to be emerging from the long economic winter that followed the global financial crisis of 2008. In

continue reading

Threadneedle June economic and market update from CIO Mark Burgess

From

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 “taper” the level of quantitative easing, from the current rate of $85bn per month. Consumer confidence and expenditure are reasonably healthy and the housing market

continue reading

Threadneedle economic and market update

From

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 increased volatility, is potentially very informative about ‘what next’ for global markets. As we move through the next phase of policy responses to an over

continue reading

Threadneedle economic and market update

From

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 Japan. The authorities have planned a massive monetary injection, combined with a fiscal stimulus and other reforms to encourage growth. Unlike previous attempts by the

continue reading

Dividend investing proves a competitive strategy

From

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 companies that pay high dividends has actually resulted in superior total returns.  As shown in the chart below, the MSCI World High Dividend index underperformed

continue reading

Threadneedle: global market commentary

From

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 introduced by the Bank of Japan (BOJ) are the latest in this long and bewildering chain of events as central banks attempt to offset the

continue reading

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

From

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 for dividend income and the prospect of capital performance. But not all global equities are created equal, and real success lies in picking the right

continue reading

Scramble for yield favours high income global equities

From

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 at historically low levels and cash struggles to provide acceptable returns.  Battle weary investors are starting to look further afield and ask where the smart

continue reading

Threadneedle asset allocation update

From

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 to say that given the difficult macro backdrop and the many challenges facing the developed world, risk assets performed much better than many commentators had

continue reading