Another milestone in Europe's recovery
The recent economic data has reinforced our optimism on Europe’s recovery.
Read this month’s Investment Strategy, here CIO Mark Burgess provides a snap shot of our latest views on economies and markets.
A testing time for markets
Mark Burgess, CIO, provides us with Threadneedle’s asset allocation update at the end of Q1.
OECD to drive global growth and commodities
While the rise of the emerging markets has been the key driver of commodity prices in recent years, we believe that the recovery of the developed economies, and in particular, the US, will prove the main influence on global commodities in 2014.