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Confronting Covid-19, short-lived value rallies and unprecedented stimulus

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Episode 9 - eye of the needle podcast

In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.

About this podcast
Eye of the Needle is a magazine-style podcast that aims to demystify the world of investing and shine a light on the people that look after your money. Featuring guests from the Columbia Threadneedle investments team and regular segments that cover personal finance and investing, Eye of the Needle is a must-listen for anyone looking to learn more about money, with a direct line to the people at the centre of Columbia Threadneedle Investments.
Listen time - 10 min
15 June 2020

Latest articles

Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.
Global stock markets had a mixed week as investor focus returned to monetary policy.
Global stock markets have enjoyed a largely positive week, despite political turmoil in Europe and the Far East.

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