Asset allocation update Columbia Threadneedle Investments

Selectively lean against the wind

22 september 2020

Columbia Threadneedle Investments ‘Asset Allocatie Update’ – september 2020

Most asset market returns can be distilled down to two basic elements: movements in cash flows and discount rates. In the past month or so, for risky assets such as equities, each has moved in a broadly friendly direction.


Cash flows

Expectations around earnings, which are the dominant source of cash flows for equity investors, bottomed for…


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