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

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.
Listen time - 10 min
15 June 2020
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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.
Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.

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