Insights

Asia Quarterly Bulletin – Winter 2020

In this issue we explore the following:

  • Asia’s exceptionally high-yielding bond markets
  • Anticipating a moderate re-rating
  • Why investing with “purpose” makes sense
  • Why the 21st century belongs to Asian investors
  • Ten European surprises for Asian investors
  • Strategies that benefit from volatility
  • Indian economy: problems pile up for Narendra Modi
20 February 2020
Columbia threadneedle investments logo
Columbia Threadneedle Investments
Share article
Key topics
Related topics
Listen on Stitcher badge
Share article
Key topics
Related topics

PDF

Asia Quarterly Bulletin – Winter 2020

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Related Insights

23 October 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points October 2024

Welcome to our quarterly snapshot of current real estate market trends.
18 September 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate – Overview Q2 2024

The UK economy recorded strong growth in the second quarter, with GDP growing by 0.6% in the 3 months to June, primarily led by growth in the services sector.
Read time - 3 min
16 September 2024

Marcus Phayre-Mudge

Head of Property Investment, Thames River Capital

George Gay

Portfolio Manager

Why it’s time to look again at real estate

We are moving past peak interest rates and real estate equities look well placed. Find out how we’re targeting value and why a hybrid approach to property investing makes sense.
Read time - 4 min
22 November 2024

Jim Griffin

Investment Content Manager

Market Monitor – 22 November 2024

Global stock markets have had a mixed week, with ongoing optimism about the outlook for the US economy tempered by rising geopolitical tensions.
21 November 2024

William Davies

Global Chief Investment Officer

2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain

Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
20 November 2024

Michael Laskin

Senior Analyst, Fixed Income

Stalling car auction sales suggest broader consumer weakness

The popularity of online car auctions has created a unique two-way market dataset that is liquid and representative of all the US. Alongside wider income and expenditure data, we can see consumer pressures rising up the wealth ladder.
true
true

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

Woman listens to music through headphones
Play Video

CT Property Trust- Fund Manager Update

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium