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3 results found.

Upgrading Equities Over Bonds
by Anwiti Bahuguna of Northern Trust, 5/18/24

We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.

Smart Portfolio Moves for the Fourth Quarter
by Anwiti Bahuguna of Columbia Threadneedle Investments, 11/8/16

Aside from a few days of volatility, markets have risen steadily this year. So how should you position your portfolio in an environment where risk assets may continue to move in lockstep?

Searching for Big Foot
by Anwiti Bahuguna of Columbia Management, 5/15/12
For the past few years, the sovereign bond markets have pushed peripheral European countries to reduce public debt. This has meant adopting austerity measures whereby government budgets are slashed and taxes are raised. Such measures meet investors approval. However, the immediate impact of such efforts is less economic growth which is intolerable to the people in Europe. The path to sustainable growth is complicated and requires long-term investments. We believe despite decades of research on the topic, academic efforts have not found a clear answer. Perhaps finding Big Foot will be easier.
3 results found.