The substitution effect: AI and the labour market

Office worker at computer screen

As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.

With macro risks elevated it’s all about stock selection

Cross-sea bridge at night -

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.

Balancing uncertainty and optimism

Modern footbridge

The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?

Europäische Small-Caps – ein Ausblick

River running through Amsterdam

Die Bewertungen sind zunehmend attraktiv, was für eine erneute Outperformance von Small-Caps spricht.

European smaller companies outlook

River running through Amsterdam

Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.

European smaller companies outlook

River running through Amsterdam

Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.

‚Higher for longer’ rates will curb inflation, so quality is the way to go

Geneva ocean view

Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.

Die European Select Strategy: Gründe für qualitativ hochwertige Anlagen

Berlin skyline

Die langfristige Outperformance der Strategie gegenüber der Benchmark und unsere bisherigen Erfahrungen bei der Überwindung von kurzfristigen Rückschlägen stimmt uns positiv für das letzte Quartal 2023.

Japan Equity: a strong track record in an exciting market

Tokyo skyline

Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.

Threadneedle (Lux) American Smaller Companies: So können Anleger das Potenzial von US-Small-Cap-Aktien erfolgreich nutzen

American flag against background of clouds

Louis Ubaka, stellvertretender Portfoliomanager im US-Aktienteam von Columbia Threadneedle Investments, erklärt wie eine gute Diversifikation zu konstanten Renditen führen und gleichzeitig das Risiko reduzieren sollte.