NEWS Focus

The first six months of the year have been characterised by an unwinding of the reflation trade, strong performance from risk assets and low volatility. Sharpe ratios are remarkably high – but we don’t think this is sustainable.

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NEWS Focus

Colin Moore (Global Chief Investment Officer - Columbia Threadneedle Investments) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever.

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NEWS Focus

International investors have greater opportunity to benefit from China’s continued rise. As long as the apparent mood of compromise set by Trump and Xi persists, investors are likely to feel more confident about raising their allocations to China stocks, and increasing exposure to the country’s new economy sectors.

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NEWS Focus

Japan is back. Abenomics may not have fully delivered on its much vaunted promises, but the Japanese economic growth engine is steadily springing to life.

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NEWS Focus

At next Thursday’s meeting of the ECB’s Governing Council (20 July), we expect the Governors to continue their monetary tightening, but to do so in a ‘kind and gentle’ way. That is, they will try to soften the blow so as not to roil markets more than necessary.

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