Skip to main content
Intermediary
Uk flag icon
EN
Search
Close
Mobile menu open
Mobile menu close
Confronting Covid-19, short-lived value rallies and unprecedented stimulus
Insights

Confronting Covid-19, short-lived value rallies and unprecedented stimulus

Episode 9 - eye of the needle podcast

In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.

About this podcast
Eye of the Needle is a magazine-style podcast that aims to demystify the world of investing and shine a light on the people that look after your money. Featuring guests from the Columbia Threadneedle investments team and regular segments that cover personal finance and investing, Eye of the Needle is a must-listen for anyone looking to learn more about money, with a direct line to the people at the centre of Columbia Threadneedle Investments.
15 June 2020
Share podcast
Share on linkedin
Share on email
Key topics
Equity - Global
Related topics
Equity - Global
Listen on Stitcher badge
  • 3306
Share podcast
Share on linkedin
Share on email
Key topics
Equity - Global
Related topics
Equity - Global

PDF

Confronting Covid-19, short-lived value rallies and unprecedented stimulus
Download
Back to Insights

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

18 July 2024
Equity - Global
Equity - Global

Nish Patel

Director, Portfolio Manager, Global Small Cap

Global small caps – preparing for a new cycle

After a long period of underperformance, a new cycle may be emerging in smaller companies. If history is a guide the initial recovery should be strong.
Read more
Watch time - 40 mins
21 May 2024
Equity
Equity, Responsible investment

Pauline Grange

Portfolio Manager, Global Equities

Water in crisis – searching for solutions

With too much, too little or too toxic water the world is facing a water crisis. We explore key issues and challenges before highlighting some of the companies promoting better water management.
Read more
Read time - 3 min
17 April 2024
Equity
Global equities, Responsible Investment

Jamie Jenkins

Managing Director, Head of Global ESG Equities

In search of sustainability – following Highway 101

Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read more
Read time - 3 min
26 July 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor – 26 July 2024

Global stock markets have endured another challenging week as doubts about artificial intelligence’s capacity to drive growth have sparked further losses among the world’s largest technology firms.
Read more
Read time - 3 min
23 July 2024
Fixed income
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

Our fixed income team provide their weekly snapshot of market events.
Read more
Read time - 5 min
22 July 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

How would markets fare under President Trump?

Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Read more
Watch time - 3 min
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.
Read more

Funds and Prices

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

Our Capabilities

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

Please confirm a few details about yourself to visit your preference centre

*Mandatory fields

Something went wrong, please try again

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

Visit preference centre

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

Visit preference centre
Play Video

CT Property Trust- Fund Manager Update

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

Your privacy is important to us. You should read our Privacy Statement and Cookies Policy to better understand how we use your personal information. Learn more
Decline
Accept