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 readingKnowns and unknowns after a tumultuous year
Going digital…faster
‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.
Continue readingViewing asset management through a new lens
2020 has been a year of extreme volatility, both emotionally and for financial markets.
Continue readingA systematic approach to active management
Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.
Continue readingLow interest rates and high government debt have become the norm
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.
Investment opportunities in a changing world
Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
Continue readingThe retail sector perspectives on global trends
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.
Continue readingESG moves to the centre of investment decision-making
Environmental, social and governance (ESG) considerations are increasingly being integrated into asset managers’ decision-making processes in SA, as well as internationally.
Continue readingEconomic lifelines in 2020. How does SA stack up? [Charticle]
A review of stimulus packages in 2020 relative to size of economy
(as a % of GDP)
Investment 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 readingMore Ups than Downs [Charticle]
Sudden and significant market sell-offs such as the one recently experienced may initially be alarming and disconcerting to any investor. However, it is important to keep the following in mind:
Continue readingFinding Room for global property in your investment portfolio
In this article Nicolas Lyle outlines why Global property was one of the best performing asset classes in 2019, achieving a total return of 24% in USD.
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