We use cookies to personalise content and ads to deliver the best possible web experience. By continuing to use this site, you agree that we may store and access cookies on your device. You can change your preferences at any time on your browser. For more detail, click here to view our cookie policy.

Generic Links

Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Columbia Threadneedle - A rolling selection of articles related to the coronavirus

We feature a selection of articles produced by Columbia Threadneedle Investments. More articles are available on the Columbia Threadneedle Insights home page.




To access each article simply click on the heading below:


Stock markets: Looking ahead - 09/06/2020

What bear markets and bull rebounds can teach us about how the stock market works, and how we may navigate current and future market contractions.


Asset allocation update - 22/05/2020

Our thoughts on the world today. Global economic activity has suffered a “sudden stop” as authorities have sought to contain the spread of the Covid-19 virus by shutting down economies.


Pharmaceutical companies in a golden age for drug discovery - 13/05/2020

As new technologies such as genomics spur development of innovative drugs, European pharmaceuticals companies stand out as high-quality, defensive growth stocks.


Europe’s manufacturers are in good shape for a downturn - 13/05/2020

After reorganising themselves over the past 10 years, many European manufacturers have more flexible business models with higher returns.


Why growth will trump value in the long grind of recovery - 09/04/2020

The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.


10 factors that could change economies and markets forever - 06/04/2020

The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 resulting trends to emerge from the Covid-19 crisis that Pauline Grange, Portfolio Manager, Global Equities at Columbia Threadneedle believes will change economies and markets forever.


Recession and the long road to recovery - 01/04/2020

The first official measures of the economic impact of coronavirus are being released, and it is now all but inevitable that we will see a deep contraction in economic activity in the US as a result of the shutdown implemented to contain the virus.


Tackling the 'unknown unknowns': How active managers manage unforseen risks - March 2020

Active managers are better positioned than passive managers to guard against and react to unforeseen risks, such as the Covid-19 crisis.





April to JUne 2020

Please note that these are the views of investment professionals at Columbia Threadneedle and should not be interpreted as the views of RL360.

_______________________________________________________________________

For more information about Columbia Threadneedle visit https://www.columbiathreadneedle.com//



Author

Columbia Threadneedle Investments

April to June 2020

Please note that these are the views of investment professionals at Columbia Threadneedle Investments and should not be interpreted as the views of RL360.

360 fund links

A range of Columbia Threadneedle funds can be accessed through our guided architecture products Regular Savings Plan, Regular Savings Plan Malaysia, Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Preference, Prosper, Kudos and also through our PIMS portfolio bond.