The advance of AI

Artificial intelligence (AI) and related computing techniques have been spreading beyond their heartland in tech and internet companies to other industrial sectors for years. All industries are now adopting AI – it is just a question of how quickly.

Columbia Threadneedle announces acquisition of BMO’s EMEA asset management business

Strategic acquisition broadens client offering.

Discover our market outlook for 2021

Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.

Supporting our clients – COVID-19 business update

We continue to successfully navigate a rapidly evolving environment, coordinating our response to Covid-19 regionally and globally to ensure we continue to deliver for our customers, support our employees and maintain continuity of our business.

Stock markets: Looking ahead

What bear markets and bull rebounds can teach us about how the stock market works, and how we may navigate current and future market contractions.

Our latest insights

20 September 2021

Mine Tzegul

Portfolio Manager

Process is everything for Pan European Smaller Companies

The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Read time - 5 min
20 September 2021

Paul Doyle

Head of Europe ex-UK Equities

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Read time - 5 min
20 September 2021

Rosalie Pinkney

Senior Credit Analyst

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Climate change to bear upon banks’ financial performance

For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Read time - 5 min