ESGW News and Press, Columbia Sustainable Global Equity Income ETF Columbia ETF Trust I From 10/02/19

October 1, 2019 This morning we have further confirmation of the global downturn spreading with the US ISM manufacturing index contracting to 47.8 in September (50.1 was the consensus expectation); the second month in a row that the reading was under 50 (49.1 in August). This was the steep...

By Jeffrey Kleintop Global central banks moved quickly from raising interest rates in the second half of last year back to cutting rates in 2019. Central banks have been increasingly lowering interest rates this year, as you can see in the chart below. Central banks increasingly shif...

Rick Rieder and Russ Brownback highlight their view that effective monetary and fiscal policy in the 21st century needs to draw not only traditional economic theory, but also from the lessons of finance and other disciplines. We think the evidence is mounting that the global financial econ...

Recession risks are rising as trade tensions depress global manufacturing and the inverted U.S. Treasury yield curve signals warning. While we're cautious for now, a combination of central bank easing, a trade-war truce and China stimulus could brighten the outlook. Key market themes ...

In the past 18 months, business sentiment and growth projections have been deteriorating significantly due to three main risk factors: global monetary tightening (Fed 225bps of rate hike + 800bn USD of QT), a tightening of credit in China and elevated uncertainty amid trade war dispute. Figure...

By Mike Pyle, Elga Bartsch, Kurt Reiman, Beata Harasim A rebound in bond yields has led to a shakeup in equity market factor returns. U.S. value has recovered and momentum stumbled. Can this factor rotation last? We think it is too early to call for a value revival – and prefer def...

By Darren Williams The global economy faces its most challenging year in over a decade. Policymakers still have options, but can they use them effectively? We've revised our forecasts and now expect the global economy to grow by just 2.3% next year, the lowest in ten years. That's not we...

By Erik Knutzen, Chief Investment Officer - Multi-Asset Class Gloomy market trends have collapsed. So, are investors less gloomy about the economy? If we opened today's Perspectives with the news that equity markets are up modestly in the third quarter, you might not be impressed. Bu...

We identified geopolitical risk as the key market driver in the second half of 2019 in our midyear investment outlook . The UK is the latest example, where deep divisions over a potential Brexit have unsettled the political landscape, paving the way for a broader set of potential outcomes...

The markets closed last week in a bullish mood on the news that (stop me if you've heard this one before) the US and China will be back at the negotiating table in October. You don't say! Oh but this time we have schedules and a list of attendees so it is totally different. h/t @StockCats ...