Earnings soared past forecasts in 2021 as economic growth bounced back, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped.
Continue readingAsset Allocation 2021/22: review and outlook
Portfolio update: STANLIB Global Equity and Global Balanced Funds
As the world sees more signs of recovery along with some new emerging challenges, what’s next for global financial markets and portfolio returns?
Continue readingKnowns and unknowns after a tumultuous year
In this article, William Davies, CIO at Columbia Threadneedle outlines key learnings and opportunities as a result of the COVID Pandemic and how that will shape thinking into 2021.
Continue readingInvestment style rotations: growth versus value
William Davies, CIO, EMEA & Global Head of Equities at Columbia Threadneedle discusses the advantages and disadvantages of style rotations
Continue readingInvesting During an Uncertain Recovery
In this webinar, Columbia Threadneedle’s Head of Global Equities, Neil Robson and Portfolio Manager, Pauline Grange, share insightful views how they are thinking differently in a shifting investment environment.
Continue readingNavigating Investment Cycles
In this live-recorded webinar, STANLIB’s Fixed Income team share their views on the current fixed income environment in South Africa and Namibia and how the Namibia Income Fund is positioned during these extraordinary times.
Continue readingAre markets ahead of the economy, and should they be?
Colin Moore, Global Chief Investment Officer at Columbia Threadneedle, discusses why we should expect markets to try to anticipate complex future events but experience additional volatility as those expectations change.
Continue reading10 Factors that could change economies and markets forever [INFOGRAPHIC]
COVID-19 could fundamentally reshape consumer and corporate behaviour as well as financial markets as we know it. Pauline Grange from Columbia Threadneedle highlights the 10 factors that can contribute to this change in this infographic.
Continue readingGlobal Equities update – Staying active in extraordinary times
In this webinar by Columbia Threadneedle, Neil Robson, Head of Global Equities and Andrew Harvie, Client Portfolio Manager: Global Equities, provide an update on the markets, portfolios and opportunities.
Continue readingMulti-asset update – Navigating volatile markets amidst a global pandemic
In this webinar by Columbia Threadneedle, Alex Lyle, Head of Managed Funds and Felicity Long, Client Portfolio Manager discuss their views and responses to this rapidly evolving market environment.
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