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.

Identifying key sustainable themes for 2023 and beyond

Electric vehicle charging

The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

Investment team updates – Market updates 1 April 2022

MarketUpdates

Latest news from around the investment desks.

Covid-19 index: activity recovers as Omicron fades

Normal activities begin to resume as restrictions are lifted and masks come off.

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

A stack of coins against a background of charts and figures

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Investment team updates – Market updates 4 March 2022

MarketUpdates

Latest news from around the investment desks.

Russia-Ukraine conflict: how will it impact the US market?

Puzzles of Ukraine and USA flags

The invasion of Ukraine, while not a surprise, is nevertheless full of unknowns – we have no visibility over the duration and long-term effects of the conflict.

Volatilität 2022 mit aktivem Ansatz bewältigen

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Die globalen Aktienmärkte werden immer volatiler. Weitverbreitete Befürchtungen über steigende Zinssätze und höhere Inflationsraten, das Ende der fiskalpolitischen Anreize in vielen Regionen und geopolitische Spannungen setzen ihnen schwer zu.

UK equities: it’s all to play for!

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We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.

Investment team updates – Bullet points 21 January 2022

MarketUpdates

Latest news from around the investment desks.