Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
UK real estate: resilience and dynamism in equal measure
Over an unprecedented 12 months commercial property funds have proven their resilience as stable income generators. We look at how the market is changing and evolving to ensure it delivers for investors in the years to come.
Riding Europe’s building renovation wave
The EU’s decision to put building modernisation at the heart of its drive to reduce CO2 emissions heralds a major spending programme to transform energy efficiency. It also represents a wider drive across the continent in which Columbia Threadneedle is keen to be involved
UK real estate: offices – finding a new equilibrium
Is the future of working really home-based, and what might this mean for portfolios and positioning?
UK real estate: offices – finding a new equilibrium
Is the future of working really home-based, and what might this mean for portfolios and positioning?
UK real estate: weathering the Covid-19 storm
Reflecting the market optimism that was evident prior to the outbreak of the Covid-19 virus, investment transaction volumes for Q1 held up remarkably well in relative terms. However, investment activity was almost exclusively confined to the previous year. I
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Tracking the pandemic – the challenges of interpreting fast-changing data
“The Covid-19 pandemic is generating huge quantities of case count data as the
disease advances around the world. We have seen countries and regions that were hit earliest move through the initial peak and into a period of declining incidence, while those affected more recently are still recording rapid rises in infections and fatalities. But the data raises as many questions as it answers.”
