Threadneedle asset allocation update

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“It’s been clear for some time that the force driving markets this year has not been the macro backdrop but policy initiatives led by the authorities. “We shouldn’t be surprised

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Threadneedle Investment Strategy

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“We have held a very cautious view of the global economic environment for some time, and events have proved this caution to be well founded. We continue to expect that

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Outcome of the US election and US equities

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President Obama has emerged victorious from one of the most polarised presidential campaigns of recent years. But despite the electoral rhetoric, Obama knows that his scope for manoeuvre in the

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Threadneedle appoints Senior Manager, Emerging Market Debt

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Threadneedle today announces the appointment of senior fund manager John Peta, to lead the firm’s Emerging Market Debt team along with Henry Stipp.  Mr Peta joins Threadneedle from Boston-based Acadian

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Currency “wars” and the potential impacts of developed market QE

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Investors should expect greater volatility in foreign exchange markets as the ‘beggar thy neighbour’ approach of quantitative easing across the developed world triggers economic, political and social consequences for developing

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China still the land of fortune and opportunity

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There is no doubt that China’s economy is slowing and many investors have questioned whether China’s rapid economic progress of the last two decades is finally coming to an end.

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We’re baaaack! American economy shows ability to renew itself

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Cheap energy, an improving economy and attractive valuations make a compelling case for American stocks. So said Cormac Weldon, Head of US Equities for Threadneedle Investments while in a general

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Risk-off – go global for best returns urges fund manager

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A desire by Australian investors to mitigate risk has seen a pile-up of funds sitting in cash. Rates on cash are higher in Australia than in many OECD countries and

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Threadneedle announces senior fixed income appointments

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Threadneedle today announces two new hires to its fixed income team, with Singapore-based Clifford Lau joining in the newly created role of Head of Asia Pacific Fixed Income and Zara

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Threadneedle urges Australian investors to think growth

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Global investment manager, Threadneedle Investments (Threadneedle), says Australian investors should be encouraged to reassess their exposure to growth assets as new opportunities emerge in global equity markets. Neil Robson, Threadneedle

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