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Columbia Threadneedle Denmark

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  • American Absolute Alpha Fund: Capturing alpha in a volatile market American Absolute Alpha Fund: Capturing alpha in a volatile market Neil Robson, Ashish Kochar and Amit Kumar Recorded: Jul 15 2015 42 mins
    Capturing alpha in a volatile market – US long/short equity

    A sharpened focus on macroeconomic and geopolitical concerns has driven higher market volatility, as US investors weigh issues including interest rate rises, dollar strength, slowing in China and the unfolding Greek debt crisis. Our long/ short equity approach seeks to capitalise on the enhanced opportunities presented by these volatile conditions, while targeting positive absolute returns in both rising and falling markets.

    Join fund managers Neil Robson and Ashish Kochar and analyst Amit Kumar as they discuss topics including:

    - How current market conditions can benefit a long/short portfolio
    - The key features of a long/short approach
    - Recent performance and portfolio positioning

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 41204

    Participants will be able to submit questions to Neil, Ashish and Amit during the call.
  • Mid-year markets review and outlook Mid-year markets review and outlook Mark Burgess, Colin Moore and Jim Cielinski Recorded: Jun 8 2015 44 mins
    Back in 2013 we said that financial markets would face a long and at sometimes challenging road to normalisation. That has certainly proved to be the case as none of the major central banks have raised interest rates and the likes of Europe and Japan have had to follow the US by implementing their own QE programmes. Nonetheless, one of the most important themes in markets so far this year has been the rise in bond yields from very low levels as markets begin to think about the first US interest rate rise or what is sometimes called ‘lift off’ day.

    Join our CIO for EMEA Mark Burgess, Global Head of Fixed Income Jim Cielinski and Global CIO Colin Moore as they discuss topics including:

    - What are the likely impacts of higher bond yields on equity markets?
    - At what point are core government bonds likely to become attractive again?
    - What are the prospects for financial markets over the remainder of this year and into 2016?

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 40403

    Online participants will be able to submit questions at any time during the web conference.
  • US equities - Prospects for the US stock market in a world of policy divergence US equities - Prospects for the US stock market in a world of policy divergence Diane Sobin Recorded: May 13 2015 33 mins
    The US remains the engine of global economic growth and home to some of the world’s most innovative and dynamic companies. The strength of the US economy has meant that the US Federal Reserve is likely to be the first of the major developed world central banks to start normalising policy; by contrast, Europe and Japan are implementing QE to support growth. Perhaps unsurprisingly, the US dollar has performed very well in this environment.

    Join Diane Sobin, Head of US Equities, EMEA at Columbia Threadneedle Investments as she discusses topics including:

    - Effects we may see from an increase in interest rates
    - Prospects for corporate earnings over 2015 and into 2016
    - Updates on key strategies and current portfolio positioning

    Participant Dial In Number(s)
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 40010


    Online participants will be able to submit questions to the fund management team during the call.
  • UK Equities UK Equities Chris Kinder and Richard Colwell Recorded: Feb 11 2015 48 mins
    2015 is likely to be an important year for UK equities. The forthcoming general election is one potential source of volatility, given the very different economic policies of the two leading parties. Investors will also have to get to grips with the recent fall in energy prices and what it means for the FTSE, given the UK market’s tilt towards resource-related areas such as oil & gas and mining. Balanced against this is the FTSE’s dividend yield, which remains very attractive in a global context, and the positive impact of lower energy prices on the industrial and consumer-related sectors.

    Join UK equity fund managers Chris Kinder and Richard Colwell as they discuss topics including:

    - Potential opportunities in an environment where stock market volatility is likely to pick up from low levels.
    - The importance of selecting companies that are focused on delivering positive total returns to shareholders in what is still a low-growth world.
    - Current positioning and the ability of our portfolios to perform irrespective of the broader moves in the FTSE.

    Online participants may submit questions to Chris and Richard at the registration stage or during the web conference.

    Participant Dial In Number(s)
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password
    37746
  • 2015 Outlook 2015 Outlook Mark Burgess, David Oliphant and Don Jordison Recorded: Dec 10 2014 52 mins
    A year ago we thought that financial markets would face a long and at times challenging road to normalisation. That has certainly proved to be the case this year as volatility returned to equity markets in the latter part of 2014 amid fears that economic growth in 2015 could disappoint. Meanwhile core sovereign bond yields have remained low despite expectations that the withdrawal of quantitative easing in the US would send Treasury prices lower and yields higher. What is 2015 likely to have in store for investors?

    Join our Chief Investment Officer Mark Burgess, Head of Investment Grade Credit David Oliphant, and Managing Director of Threadneedle Property Investments Don Jordison as they discuss topics including:

    - The economic policy challenges in the developed world, and the likely implications for risk assets such as equities
    - The outlook for sovereign and corporate credit markets
    - The appeal of assets with an attractive real yield in a low interest rate, low growth environment

    Online participants will be able to submit questions to Mark, David and Don during the web conference.

    Participant Dial In Number(s)
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password
    36247
  • UK Equities UK Equities Leigh Harrison and Chris Kinder Recorded: Sep 11 2014 38 mins
    Please join Threadneedle’s Head of Equities Leigh Harrison as he provides an update on the recent changes to Threadneedle’s UK equities team. Leigh will be joined by Chris Kinder, manager of the Threadneedle UK Extended Alpha fund and co-manager of the Threadneedle UK Absolute Alpha Fund. Leigh and Chris will discuss:

    •Recent changes to the team
    •Threadneedle’s UK equity capability
    •Recent fund performance and the outlook for the remainder of the year and into 2015.

    Online participants will be able to submit questions to Leigh and Chris during the web conference.

    Dial in details:

    0808 109 0700 - UK Toll Free
    +44 (0) 20 3003 2666 - Standard International Access
    Password:
    34371
  • US Equities US Equities Diane Sobin and Nadia Grant Recorded: Jul 24 2014 41 mins
    Threadneedle Investments has recently completed the rebuilding of its US equities team. With the addition of three highly respected analysts, Threadneedle now offers its most experienced US equities capability. Please join Threadneedle’s Head of US Equities Diane Sobin and Fund Manager Nadia Grant as they discuss topics including:

    •US equities team
    •Highlights of 2014 so far
    •Current portfolio themes and positioning

    Online participants can submit questions at any time during the web conference.
  • Mid-year markets review and outlook Mid-year markets review and outlook Mark Burgess, Jim Cielinski and Leigh Harrison Recorded: Jul 4 2014 60 mins
    So far, 2014 has seen modest gains for developed equity markets while emerging debt and equity markets have stabilised after a challenging period at the beginning of the year. However, perhaps the big surprise of 2014 so far has been the resilience of core government bonds, as yields have trended lower despite the tapering of the US Federal Reserve’s bond-buying programme. More recently, deflation has been a concern in Europe, but the European Central Bank has responded by implementing unusual policy measures, including negative deposit rates.

    Join Threadneedle’s CIO Mark Burgess, Head of Fixed Income Jim Cielinski and Head of Equities Leigh Harrison as they discuss subjects including:

    •How will bonds react to the normalisation of policy in the US? Are lower yields the new normal?
    •Will corporate profits drive equity markets higher?
    •How will emerging markets respond to the potential end of quantitative easing in the US later this year?

    Participants will also be able to submit questions at the registration stage or during the call.
  • Global Equity Income Global Equity Income Stephen Thornber Recorded: Jun 26 2014 39 mins
    Join fund manager Stephen Thornber as he provides an update on Threadneedle’s global equity income strategy and the outlook for the remainder of the year.

    Stephen will also discuss other topics including:

    •Current portfolio themes and positioning
    •The recent rotation in equity markets and some of the opportunities that this has created for long-term investors
    •The importance of global equity income investing as an investment style in its own right

    Clients participating via the web may submit questions to Stephen at any time during the conference.
  • European High Yield European High Yield Barrie Whitman Recorded: May 22 2014 33 mins
    European high yield debt has performed strongly in recent years, aided by the demand for income, improved credit fundamentals and low levels of default. Additionally, the shorter duration characteristics of high yield have proved supportive in an environment where core government bond yields have risen (and are expected to continue to normalise). But what can investors expect in 2014?

    Join Barrie Whitman, Head of the High Yield Team at Threadneedle, as he discusses topics including:

    • Recent developments in the high yield sector
    • Current portfolio themes and positioning
    • The outlook for the remainder of the year

    Online participants will be able to submit questions during the web conference.