According to Mark Burgess, CIO EMEA and Global Head of Equities, Columbia Threadneedle Investments, an unwinding of QE could cause increased volatility in the markets and a fight for remaining liquidity, as the supply of government bonds starts to disappear.
Developments in the UK have led us to renew our focus on the
region in recent weeks, amidst the start of Brexit negotiations and
the general election. We have not made any changes to our
neutral position on UK equities and UK rates, or our negative view
on sterling.
According to Philip Dicken, Head of European Equities and Francis Ellison
Client Portfolio Manager, European Equities at Columbia Threadneedle Investments, if Emmanuel Macron were elected, the environment would suit active investors and reinforce their potential to find attractive opportunities among high-quality stocks.
According to Toby Nangle, Global Co-Head of Asset Allocation, Head of MultiAsset, EMEA and Maya Bhandari, Portfolio Manager, Multi-Asset, Columbia Threadneedle reduces weighting to US equities from neutral to underweight in multi-asset portfolios...
Columbia Threadneedle Investments, a leading global asset management group, announces that the value of its Threadneedle American Smaller Companies fund (the Fund) has passed the US$1 billion mark since the start of 2017, reaching 1,065 million at the end of January, reflecting both the growth in the individual holdings and the strong demand from investors...